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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN LP Service code 27 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $16,642 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,075 |
EDWARD JONES7+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 | Advisory (Plan) | $6,549 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $2,924 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $2,649 |
AVINTUS2 years Filed as: AVINTUS LLC A FUTUEPLAN CO Service code 13 | Contract Administrator | $2,445 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $400 |
AVINTUS2 years Filed as: AVINTUS LLC A FUTUREPLAN CO Service code 14 · EIN 04-3682160 | Plan Administrator | $0 |
ASCENSUS LLC1 year Filed as: AVINTUS, LLC, AN ASCENSUS CO Service code 13 113 SEABOARD LANE · FRANKLIN, TN 37067 | Contract Administrator | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,928 | $51,223+97.0% | $82,763+21.9% | $66,949+50.8% |
| Participation rate | 52.3% | 67.9%-15.6pp | 72.6%-20.2pp | 69.8%-17.5pp |
| Annual return | -9.30% | -9.85%+0.5pp | 702.45%-711.7pp | 1.57%-10.9pp |
| Employer contribution / active EE | $448 | $2,611-82.8% | $3,008-85.1% | $2,545-82.4% |
| Participant deferral / active EE | $3,627 | $3,460+4.8% | $4,395-17.5% | $4,239-14.5% |
| Admin fee / account holder | $316 | $415-24.1% | $5,325-94.1% | $594-46.8% |