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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 | $65,084+107.2% | $67,681+99.2% | $64,340+109.6% |
| Participation rate | 24.7% | 66.7%-42.1pp | 73.7%-49.1pp | 55.2%-30.6pp |
| Annual return | 14.75% | 20.50%-5.7pp | 590.58%-575.8pp | 24.14%-9.4pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $743 | $3,210-76.9% | $3,976-81.3% | $2,980-75.1% |
| Admin fee / account holder | $318 | $1,415-77.6% | $6,100-94.8% | $3,703-91.4% |