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| Provider | Service type | Compensation |
|---|---|---|
ROCKEFELLER FINANCIAL LLC6 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 51 · EIN 82-3091545 | Investment Mgmt Fees | $171,823 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN AN ASCENSUS COMPANY Service code 13 · EIN 82-3719843 | Contract Administrator | $29,233 |
HOWARD, MOORE & MCDUFFIE, PC4 years Filed as: HOWARD MOORE & MCDUFFIE PC Service code 10 · EIN 58-1484212 | Accounting | $17,600 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,370 | $92,186+50.1% | $105,624+31.0% | $77,762+77.9% |
| Participation rate | 52.7% | 81.0%-28.4pp | 75.3%-22.6pp | 70.6%-17.9pp |
| Annual return | 22.37% | 17.83%+4.5pp | 116.20%-93.8pp | 31.27%-8.9pp |
| Employer contribution / active EE | $876 | $3,376-74.1% | $3,168-72.4% | $2,728-67.9% |
| Participant deferral / active EE | $3,956 | $5,395-26.7% | $5,013-21.1% | $4,651-14.9% |
| Admin fee / account holder | $1,037 | $219+373.6% | $10,961-90.5% | $433+139.6% |