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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $50,734 |
Filed as: YOUNT HYDE & BARBOUR PC Service code 10 PO BOX 63168 · CHARLOTTE, NC 28263 | Accounting | $20,900 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,830 | $51,283+16.7% | $95,759-37.5% | $71,529-16.4% |
| Participation rate | 76.5% | 63.1%+13.4pp | 72.3%+4.2pp | 67.9%+8.6pp |
| Annual return | 8.78% | 25.25%-16.5pp | 28.42%-19.6pp | 28.97%-20.2pp |
| Employer contribution / active EE | $6,075 | $1,817+234.3% | $2,836+114.2% | $2,590+134.6% |
| Participant deferral / active EE | $3,331 | $3,365-1.0% | $4,244-21.5% | $4,291-22.4% |
| Admin fee / account holder | $387 | $1,135-65.9% | $5,678-93.2% | $1,588-75.6% |