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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $19,551 |
MILESTONE INVESTMENTS2+ years Service code 26 6331 CARMEL ROAD · CHARLOTTE, NC 28226 | Advisory (Participants) | $18,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,009 | $50,106-28.1% | $69,779-48.4% | $57,658-37.5% |
| Participation rate | 35.9% | 70.9%-34.9pp | 71.8%-35.9pp | 70.2%-34.3pp |
| Annual return | 9.08% | 14.58%-5.5pp | 12.99%-3.9pp | 5.13%+4.0pp |
| Employer contribution / active EE | $674 | $1,739-61.2% | $2,338-71.2% | $1,974-65.8% |
| Participant deferral / active EE | $1,079 | $2,486-56.6% | $2,931-63.2% | $3,061-64.8% |
| Admin fee / account holder | $324 | $89+262.7% | $4,381-92.6% | $95+242.2% |