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| Provider | Service type | Compensation |
|---|---|---|
ROCKEFELLER FINANCIAL LLC5 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 51 · EIN 82-3091545 | Investment Mgmt Fees | $167,146 |
HOWARD, MOORE & MCDUFFIE, PC3 years Filed as: HOWARD MOORE & MCDUFFIE PC Service code 10 · EIN 58-1484212 | Accounting | $16,800 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN AN ASCENSUS COMPANY Service code 13 · EIN 82-3719843 | Contract Administrator | $6,925 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,484 | $84,784+25.6% | $98,462+8.1% | $74,473+43.0% |
| Participation rate | 50.6% | 81.5%-30.9pp | 75.2%-24.6pp | 70.7%-20.1pp |
| Annual return | 6.96% | 20.59%-13.6pp | 21.17%-14.2pp | 34.36%-27.4pp |
| Employer contribution / active EE | $795 | $3,364-76.4% | $3,049-73.9% | $2,638-69.9% |
| Participant deferral / active EE | $3,610 | $5,218-30.8% | $4,738-23.8% | $4,530-20.3% |
| Admin fee / account holder | $946 | $204+362.4% | $8,875-89.3% | $347+172.5% |