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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: FUTUREPLAN Service code 15 · EIN 82-3719843 | Recordkeeping | $22,262 |
FRYE & COMPANY, CPAS9+ years Service code 10 · EIN 45-4199441 | Accounting | $11,500 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 15 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $11,300 |
ESI9+ years Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $10,600 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,508 | $80,983-53.7% | $96,544-61.1% | $75,177-50.1% |
| Participation rate | 96.3% | 71.8%+24.5pp | 76.0%+20.3pp | 67.2%+29.1pp |
| Annual return | -16.68% | 27.05%-43.7pp | 25.88%-42.6pp | 160.75%-177.4pp |
| Employer contribution / active EE | $5,556 | $2,282+143.4% | $2,966+87.3% | $2,671+108.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $409 | $6,717-93.9% | $8,254-95.0% | $5,651-92.8% |