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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL CONSULTING GROUP Service code 14 · EIN 54-1583006 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Plan Administrator | $44,439 |
ASCENSUS LLC2+ years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 200 DRYDEN ROAD, SUITE 1000 · DRESHER, PA 19025 | Recordkeeping | $16,571 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,346 | $56,640+20.7% | $78,002-12.4% | $55,167+23.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 9.81% | 2868.48%-2858.7pp | 425.99%-416.2pp | 169.23%-159.4pp |
| Employer contribution / active EE | $1,934 | $1,724+12.2% | $2,470-21.7% | $1,963-1.5% |
| Participant deferral / active EE | $3,180 | $2,778+14.5% | $3,497-9.1% | $3,054+4.1% |
| Admin fee / account holder | $324 | $467-30.5% | $5,481-94.1% | $504-35.7% |