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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP4+ years Filed as: ACTUARIAL CONSULTING GROUP Service code 14 · EIN 54-1583006 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Plan Administrator | $58,947 |
ASCENSUS LLC4+ years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 200 DRYDEN ROAD, SUITE 1000 · DRESHER, PA 19025 | Recordkeeping | $19,664 |
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 | $74,973 | $58,093+29.1% | $80,022-6.3% | $56,289+33.2% |
| Participation rate | 97.9% | 73.6%+24.3pp | 75.8%+22.1pp | 69.9%+28.1pp |
| Annual return | -5.44% | 34.63%-40.1pp | 11.22%-16.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,208 | $1,933+14.2% | $2,468-10.5% | $2,111+4.6% |
| Participant deferral / active EE | $4,082 | $3,136+30.2% | $3,686+10.7% | $3,350+21.8% |
| Admin fee / account holder | $408 | $623-34.5% | $6,521-93.7% | $521-21.7% |