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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 | Recordkeeping | $12,226 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,567 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,426 | $71,142-24.9% | $119,622-55.3% | $64,819-17.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -16.25% | -10.01%-6.2pp | -14.98%-1.3pp | 32.84%-49.1pp |
| Employer contribution / active EE | $2,971 | $2,497+19.0% | $4,232-29.8% | $2,507+18.5% |
| Participant deferral / active EE | $5,033 | $4,490+12.1% | $5,601-10.1% | $4,311+16.8% |
| Admin fee / account holder | $325 | $162+100.5% | $10,328-96.9% | $188+73.0% |