Filed October 16, 2025
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| Provider | Service type | Compensation |
|---|---|---|
UNITED ASSETS STRATEGIES, INC3 years Filed as: UNITED ASSETS STRATEGIES, INC. Service code 51 UNITED ASSETS STRATEGIES, INC. · GARDEN CITY, NY 11530 | Investment Mgmt Fees | $17,722 |
ASCENSUS LLC3 years Service code 15 ASCENSUS LLC · DRESHER, PA 19025 | Recordkeeping | $4,180 |
Filed as: MILLENIUM PENSION SOLUTIONS, LLC. Service code 70 MILLENIUM PENSION SOLUTIONS, LLC. · PISCATAWAY, NJ 08854 | Consulting Fees | $425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,650 | $64,119-41.3% | $112,228-66.5% | $66,914-43.7% |
| Participation rate | 35.5% | 68.5%-32.9pp | 75.1%-39.5pp | 69.8%-34.3pp |
| Annual return | -17.03% | -13.81%-3.2pp | 27.45%-44.5pp | 1.58%-18.6pp |
| Employer contribution / active EE | $905 | $3,005-69.9% | $3,635-75.1% | $2,544-64.4% |
| Participant deferral / active EE | $1,563 | $3,693-57.7% | $4,728-66.9% | $4,237-63.1% |
| Admin fee / account holder | $419 | $625-33.1% | $6,410-93.5% | $593-29.5% |