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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,312 |
HHM CPAS2 years Service code 10 1755 KIRBY PARKWAY · MEMPHIS, TN 38120 | Accounting | $10,900 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,378 | $65,557+92.8% | $64,056+97.3% | $71,457+76.9% |
| Participation rate | 23.3% | 73.2%-49.9pp | 72.3%-49.0pp | 67.9%-44.7pp |
| Annual return | 13.04% | 18.94%-5.9pp | 33.69%-20.6pp | 28.85%-15.8pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $798 | $3,626-78.0% | $3,880-79.4% | $4,289-81.4% |
| Admin fee / account holder | $292 | $616-52.6% | $3,068-90.5% | $1,587-81.6% |