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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $7,690 |
Filed as: TIGERS EYE BENEFIT CONSULTING Service code 99 · EIN 52-1875589 | Other Fees | $1,625 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $1,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,562 | $55,437+142.7% | $155,534-13.5% | $74,459+80.7% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 439.57% | 269.58%+170.0pp | 64.92%+374.7pp | 1369.70%-930.1pp |
| Employer contribution / active EE | $5,160 | $2,266+127.7% | $4,675+10.4% | $2,626+96.5% |
| Participant deferral / active EE | $7,410 | $2,837+161.1% | $5,630+31.6% | $4,350+70.4% |
| Admin fee / account holder | $389 | $1,742-77.7% | $15,900-97.6% | $1,945-80.0% |