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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 15 · EIN 62-1700633 190D SAUDERSVILLE RD., SUITE 4004 · HENDERSONVILLE, TN 37075 | Recordkeeping | $54,777 |
Service code 15 · EIN 35-0145825 PO BOX 6123 · INDIANAPOLIS, IN 462066123 | Recordkeeping | $279 |
TIAA10+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,342 | $65,084-36.5% | $67,681-38.9% | $64,340-35.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 9.22% | 20.50%-11.3pp | 590.58%-581.4pp | 24.14%-14.9pp |
| Employer contribution / active EE | $2,523 | $2,398+5.2% | $2,678-5.8% | $1,862+35.5% |
| Participant deferral / active EE | $0 | $3,210-100.0% | $3,976-100.0% | $2,980-100.0% |
| Admin fee / account holder | $1,239 | $1,415-12.5% | $6,100-79.7% | $3,703-66.5% |