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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 46-1090088 | Investment Management | $19,735 |
Filed as: BREAZEALE, KISER, HOYLE & LAWING, P Service code 10 PO BOX 9148 · HICKORY, NC 28603 | Accounting | $17,000 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $10,856 |
Filed as: BLUE SKY 401(K) SPECIALISTS, ICN. Service code 15 · EIN 81-3622920 | Recordkeeping | $10,587 |
Filed as: NATIONAL RETIREMENT SERVICES Service code 13 5832 BOLSA AVENUE · HUNTINGTON BEACH, CA 92649 | Contract Administrator | $8,983 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $108,334 | $67,602+60.3% | $82,312+31.6% | $70,126+54.5% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.9%+4.2pp | 69.5%+11.5pp |
| Annual return | 16.28% | 21.57%-5.3pp | 25.88%-9.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $72 | $1,755-95.9% | $2,428-97.0% | $2,343-96.9% |
| Participant deferral / active EE | $1,129 | $2,987-62.2% | $3,706-69.5% | $3,332-66.1% |
| Admin fee / account holder | $1,280 | $4,512-71.6% | $5,608-77.2% | $4,645-72.4% |