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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 | $67,594-38.8% | $77,361-46.6% | $69,733-40.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 9.22% | 19.20%-10.0pp | 1011.54%-1002.3pp | 15.22%-6.0pp |
| Employer contribution / active EE | $2,523 | $2,649-4.8% | $2,990-15.6% | $2,250+12.1% |
| Participant deferral / active EE | $0 | $3,401-100.0% | $3,911-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1,239 | $1,159+6.8% | $5,894-79.0% | $3,102-60.1% |