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| Provider | Service type | Compensation |
|---|---|---|
NEWEDGE ADVISORS LLC2 years Service code 26 · EIN 46-0854203 | Advisory (Participants) | $24,419 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,697 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,542 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,757 | $60,261+25.7% | $81,783-7.4% | $74,546+1.6% |
| Participation rate | 46.2% | 62.9%-16.7pp | 72.4%-26.1pp | 67.2%-21.0pp |
| Annual return | 10.43% | 16.88%-6.5pp | 775.05%-764.6pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $672 | $2,622-74.4% | $2,913-76.9% | $2,624-74.4% |
| Participant deferral / active EE | $2,471 | $3,388-27.0% | $4,320-42.8% | $4,347-43.2% |
| Admin fee / account holder | $446 | $1,482-69.9% | $7,380-94.0% | $1,944-77.1% |