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| Provider | Service type | Compensation |
|---|---|---|
THE ASCENT GROUP, LLC4 years Service code 27 · EIN 86-3001816 | Advisory (Plan) | $42,986 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,621 |
BDO USA, LLP2 years Filed as: BDO Service code 13 · EIN 13-5381590 | Contract Administrator | $14,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $119,391 | $106,230+12.4% | $147,080-18.8% | $77,736+53.6% |
| Participation rate | 41.6% | 78.4%-36.8pp | 82.2%-40.6pp | 70.6%-29.0pp |
| Annual return | 8.74% | 56.91%-48.2pp | 420.17%-411.4pp | 31.26%-22.5pp |
| Employer contribution / active EE | $1,540 | $4,072-62.2% | $4,933-68.8% | $2,728-43.6% |
| Participant deferral / active EE | $2,537 | $8,001-68.3% | $8,066-68.6% | $4,651-45.5% |
| Admin fee / account holder | $340 | $338+0.4% | $12,989-97.4% | $433-21.6% |