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| Provider | Service type | Compensation |
|---|---|---|
BOWEN HANES & COMPANY INC.1+ years Filed as: BOWEN, HANES & COMPANY Service code 28 · EIN 58-1396553 | Investment Management | $37,578 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $10,760 |
QUANTITATIVE PROCESS, LLC1+ years Filed as: QUANTITATIVE PROCESS Service code 28 · EIN 46-1090088 | Investment Management | $10,637 |
Service code 10 · EIN 56-1842732 PO BOX 9148 · HICKORY, NC 28603 | Accounting | $5,950 |
Service code 64 · EIN 33-0962367 5832 BOLSA AVENUE SUITE 100 · HUNTINGTON BEACH, CA 92649 | Recordkeeping Fees | $3,695 |
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.)
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 | $93,612 | $54,320+72.3% | $67,652+38.4% | $52,331+78.9% |
| Participation rate | 86.5% | 73.6%+12.9pp | 75.7%+10.9pp | 68.1%+18.4pp |
| Annual return | -0.86% | 6.81%-7.7pp | 6625.40%-6626.3pp | 4.54%-5.4pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,147 | $2,950-61.1% | $3,560-67.8% | $3,022-62.1% |
| Admin fee / account holder | $687 | $527+30.4% | $4,821-85.8% | $592+16.1% |