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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 415 8TH AVENUE NE · BRAINERD, MN 56401 | Recordkeeping | $26,859 |
JAMISON MONEY FARMER PC9+ years Filed as: JAMISON MONEY FARMER Service code 10 · EIN 63-0933119 | Accounting | $19,000 |
Filed as: WILLAMETTE MANAGEMENT Service code 34 · EIN 93-0577822 | Valuation (appraisals, etc.) | $13,979 |
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 | $248,833 | $81,504+205.3% | $102,437+142.9% | $80,959+207.4% |
| Participation rate | 98.6% | 66.9%+31.8pp | 74.5%+24.1pp | 67.7%+31.0pp |
| Annual return | 5.89% | 25.60%-19.7pp | 24.95%-19.1pp | 35.67%-29.8pp |
| Employer contribution / active EE | $12,329 | $3,104+297.2% | $3,871+218.5% | $2,757+347.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $579 | $6,719-91.4% | $8,388-93.1% | $6,925-91.6% |