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| Provider | Service type | Compensation |
|---|---|---|
JAMISON MONEY FARMER PC8+ years Filed as: JAMISONMONEYFARMER PC Service code 10 · EIN 63-0933119 2200 JACK WARNER PARKWAY · TUSCALOOSA, AL 35401 | Accounting | $17,900 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD SUITE 3500 · DRESHER, PA 19025 | Recordkeeping | $5,266 |
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,377 | $73,955+68.2% | $96,520+28.9% | $75,181+65.4% |
| Participation rate | 79.3% | 66.4%+12.8pp | 74.3%+4.9pp | 67.2%+12.1pp |
| Annual return | 7.41% | 26.72%-19.3pp | 35.72%-28.3pp | 160.69%-153.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $772 | $5,217-85.2% | $6,733-88.5% | $5,650-86.3% |