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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $52,391 |
Service code 27 1230 PEACHTREE STREET NE · ATLANTA, GA 30309 | Advisory (Plan) | $51,919 |
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 | $193,067 | $80,674+139.3% | $119,126+62.1% | $64,340+200.1% |
| Participation rate | 97.3% | 55.2%+42.1pp | 75.8%+21.5pp | 55.2%+42.1pp |
| Annual return | 10.11% | 26.86%-16.8pp | 282.11%-272.0pp | 24.14%-14.0pp |
| Employer contribution / active EE | $1,112 | $2,564-56.6% | $4,034-72.4% | $1,862-40.3% |
| Participant deferral / active EE | $4,767 | $3,053+56.1% | $5,318-10.3% | $2,980+60.0% |
| Admin fee / account holder | $369 | $4,559-91.9% | $10,693-96.6% | $3,703-90.0% |