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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,254 |
PB MARES1 year Filed as: PB MARES. Service code 10 · EIN 54-0737372 | Accounting | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $12,070 | $27,800-56.6% | $58,561-79.4% | $71,511-83.1% |
| Participation rate | 25.3% | 34.6%-9.3pp | 50.9%-25.6pp | 67.9%-42.6pp |
| Annual return | 9.16% | 26.80%-17.6pp | 4251.33%-4242.2pp | 28.86%-19.7pp |
| Employer contribution / active EE | $66 | $632-89.6% | $1,053-93.8% | $2,589-97.5% |
| Participant deferral / active EE | $263 | $1,208-78.2% | $1,923-86.3% | $4,291-93.9% |
| Admin fee / account holder | $456 | $1,637-72.2% | $2,520-81.9% | $1,588-71.3% |