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| Provider | Service type | Compensation |
|---|---|---|
PLAN MEMBER SECURITIES CORP7+ years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $15,875 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,408 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,566 | $51,226-65.7% | $82,744-78.8% | $66,938-73.8% |
| Participation rate | 47.8% | 67.9%-20.1pp | 72.6%-24.7pp | 69.8%-22.0pp |
| Annual return | -14.61% | -9.61%-5.0pp | 702.22%-716.8pp | 1.58%-16.2pp |
| Employer contribution / active EE | $722 | $2,612-72.4% | $3,008-76.0% | $2,545-71.6% |
| Participant deferral / active EE | $785 | $3,460-77.3% | $4,395-82.1% | $4,238-81.5% |
| Admin fee / account holder | $344 | $416-17.2% | $5,325-93.5% | $594-42.0% |