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| Provider | Service type | Compensation |
|---|---|---|
JAMISON MONEY FARMER PC7+ years Filed as: JAMISONMONEYFARMER PC Service code 10 · EIN 63-0933119 2200 JACK WARNER PARKWAY · TUSCALOOSA, AL 35401 | Accounting | $16,900 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD SUITE 3500 · DRESHER, PA 19025 | Recordkeeping | $5,252 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,083 | $64,707+91.8% | $112,228+10.6% | $68,494+81.2% |
| Participation rate | 82.1% | 67.2%+15.0pp | 75.1%+7.1pp | 67.9%+14.3pp |
| Annual return | -13.42% | -11.40%-2.0pp | 27.45%-40.9pp | -7.84%-5.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $796 | $5,232-84.8% | $6,410-87.6% | $5,403-85.3% |