Filed October 16, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNITED ASSETS STRATEGIES, INC. Service code 51 UNITED ASSETS STRATEGIES, INC. · GARDEN CITY, NY 11530 | Investment Mgmt Fees | $12,456 |
ASCENSUS LLC1 year Service code 15 200 DRYDEN RD. · DRESHER, PA 19025 | Recordkeeping | $2,408 |
Filed as: MILLENIUM PENSION SOLUTIONS, LLC. Service code 70 664 ROOSEVELT AVENUE · PISCATAWAY, NJ 08854 | Consulting Fees | $570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,354 | $69,383-46.2% | $101,275-63.1% | $73,497-49.2% |
| Participation rate | 14.0% | 68.4%-54.4pp | 75.8%-61.8pp | 70.7%-56.7pp |
| Annual return | 15.24% | 18.46%-3.2pp | 46.48%-31.2pp | 28.51%-13.3pp |
| Employer contribution / active EE | $707 | $2,628-73.1% | $3,660-80.7% | $2,270-68.9% |
| Participant deferral / active EE | $1,480 | $3,301-55.2% | $4,371-66.1% | $3,740-60.4% |
| Admin fee / account holder | $328 | $704-53.3% | $5,948-94.5% | $513-36.0% |