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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL CONSULTING GROUP Service code 14 · EIN 54-1583006 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Plan Administrator | $50,980 |
ASCENSUS LLC3+ years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 200 DRYDEN ROAD, SUITE 1000 · DRESHER, PA 19025 | Recordkeeping | $17,673 |
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 | $77,206 | $63,314+21.9% | $91,004-15.2% | $62,293+23.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 16.25% | 21.00%-4.7pp | 4.60%+11.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $2,015 | $1,807+11.5% | $2,456-18.0% | $2,042-1.3% |
| Participant deferral / active EE | $3,536 | $2,944+20.1% | $3,548-0.3% | $3,169+11.6% |
| Admin fee / account holder | $353 | $468-24.4% | $5,417-93.5% | $479-26.3% |