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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,893 |
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $21,264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,816 | $72,639+20.9% | $90,766-3.3% | $66,949+31.2% |
| Participation rate | 68.0% | 73.7%-5.7pp | 75.7%-7.7pp | 69.8%-1.8pp |
| Annual return | -18.83% | -12.28%-6.5pp | -12.16%-6.7pp | 1.57%-20.4pp |
| Employer contribution / active EE | $464 | $2,369-80.4% | $2,922-84.1% | $2,545-81.8% |
| Participant deferral / active EE | $2,325 | $3,979-41.6% | $4,565-49.1% | $4,239-45.2% |
| Admin fee / account holder | $466 | $708-34.1% | $8,446-94.5% | $594-21.5% |