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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 | $67,594+99.5% | $77,361+74.3% | $69,733+93.3% |
| Participation rate | 24.7% | 71.7%-47.0pp | 75.0%-50.3pp | 62.5%-37.8pp |
| Annual return | 14.75% | 19.20%-4.4pp | 1011.54%-996.8pp | 15.22%-0.5pp |
| Employer contribution / active EE | $0 | $2,649-100.0% | $2,990-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $743 | $3,401-78.2% | $3,911-81.0% | $3,054-75.7% |
| Admin fee / account holder | $318 | $1,159-72.6% | $5,894-94.6% | $3,102-89.8% |