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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $18,189 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $17,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,081 | $37,117+5.3% | $147,617-73.5% | $55,191-29.2% |
| Participation rate | 61.2% | 63.6%-2.4pp | 84.6%-23.4pp | 69.2%-8.0pp |
| Annual return | 0.27% | 3.44%-3.2pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $862 | $1,620-46.8% | $5,564-84.5% | $1,899-54.6% |
| Participant deferral / active EE | $2,415 | $1,985+21.6% | $4,895-50.7% | $3,046-20.7% |
| Admin fee / account holder | $186 | $86+117.8% | $11,612-98.4% | $91+105.3% |