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| Provider | Service type | Compensation |
|---|---|---|
HHM CPAS4 years Service code 10 1755 KIRBY PARKWAY · MEMPHIS, TN 38120 | Accounting | $18,000 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $134,827 | $64,705+108.4% | $62,929+114.3% | $67,986+98.3% |
| Participation rate | 24.7% | 65.6%-40.9pp | 73.1%-48.4pp | 57.2%-32.5pp |
| Annual return | 14.75% | 20.31%-5.6pp | 1063.93%-1049.2pp | 31.67%-16.9pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $743 | $3,198-76.8% | $3,888-80.9% | $3,358-77.9% |
| Admin fee / account holder | $318 | $1,428-77.8% | $5,065-93.7% | $3,203-90.1% |