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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 15 PO BOX 1429 · BRENTWOOD, TN 37024 | Recordkeeping | $8,453 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 14 200 DRYDEN ROAD · DRESCHER, PA 19025 | Plan Administrator | $1,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,649 | $80,763-46.0% | $102,412-57.4% | $74,459-41.4% |
| Participation rate | 66.3% | 65.7%+0.6pp | 74.5%-8.3pp | 67.2%-1.0pp |
| Annual return | 12.99% | 27.57%-14.6pp | 24.94%-11.9pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $1,221 | $3,160-61.4% | $3,870-68.4% | $2,626-53.5% |
| Participant deferral / active EE | $4,378 | $3,862+13.4% | $5,060-13.5% | $4,350+0.6% |
| Admin fee / account holder | $57 | $2,371-97.6% | $8,388-99.3% | $1,945-97.1% |