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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,794 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $15,537 |
THOMAS HOWELL FERGUSON PA5 years Service code 10 2615 CENTENNIAL BLVD · TALLAHASSEE, FL 32308 | Accounting | $6,526 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,228 | $86,655-74.3% | $119,609-81.4% | $66,914-66.8% |
| Participation rate | 90.0% | 75.6%+14.4pp | 79.3%+10.7pp | 69.8%+20.1pp |
| Annual return | -17.71% | -8.00%-9.7pp | -14.97%-2.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $449 | $2,536-82.3% | $4,232-89.4% | $2,544-82.3% |
| Participant deferral / active EE | $2,465 | $4,358-43.4% | $5,602-56.0% | $4,237-41.8% |
| Admin fee / account holder | $175 | $755-76.8% | $10,323-98.3% | $593-70.5% |