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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP5+ years Filed as: ACTUARIAL CONSULTING GROUP Service code 14 · EIN 54-1583006 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Plan Administrator | $60,125 |
ASCENSUS LLC5+ years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 200 DRYDEN ROAD, SUITE 1000 · DRESHER, PA 19025 | Recordkeeping | $13,462 |
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 | $87,137 | $66,319+31.4% | $93,621-6.9% | $65,186+33.7% |
| Participation rate | 97.7% | 74.0%+23.7pp | 75.8%+21.9pp | 70.2%+27.5pp |
| Annual return | 20.99% | 42.59%-21.6pp | 32.76%-11.8pp | 29.39%-8.4pp |
| Employer contribution / active EE | $2,415 | $2,013+20.0% | $2,719-11.2% | $2,177+11.0% |
| Participant deferral / active EE | $4,135 | $3,343+23.7% | $4,070+1.6% | $3,514+17.7% |
| Admin fee / account holder | $402 | $6,900-94.2% | $7,890-94.9% | $847-52.5% |