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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 | Recordkeeping | $15,022 |
FRYE & COMPANY, CPAS5+ years Service code 10 · EIN 45-4199441 | Accounting | $11,000 |
ESI5+ years Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $8,800 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,417 | $72,492-24.9% | $87,104-37.5% | $72,975-25.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 1.99% | 24.46%-22.5pp | 28.19%-26.2pp | 81.01%-79.0pp |
| Employer contribution / active EE | $7,692 | $1,894+306.2% | $2,521+205.1% | $2,440+215.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $203 | $5,055-96.0% | $7,491-97.3% | $5,124-96.0% |