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| Provider | Service type | Compensation |
|---|---|---|
PLAN MEMBER SECURITIES CORP4+ years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $14,418 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,353 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,751 | $51,620-65.6% | $90,304-80.3% | $65,185-72.8% |
| Participation rate | 51.6% | 68.6%-17.1pp | 73.3%-21.7pp | 70.2%-18.6pp |
| Annual return | 3.59% | 24.94%-21.3pp | 78.13%-74.5pp | 29.38%-25.8pp |
| Employer contribution / active EE | $681 | $2,235-69.5% | $2,855-76.1% | $2,177-68.7% |
| Participant deferral / active EE | $809 | $2,871-71.8% | $3,885-79.2% | $3,514-77.0% |
| Admin fee / account holder | $327 | $384-15.0% | $5,354-93.9% | $847-61.5% |