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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP6+ years Filed as: ACTUARIAL CONSULTING GROUP Service code 14 · EIN 54-1583006 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Plan Administrator | $73,019 |
ASCENSUS LLC6+ years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 200 DRYDEN ROAD, SUITE 1000 · DRESHER, PA 19025 | Recordkeeping | $26,523 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,173 | $70,917+39.8% | $98,920+0.3% | $73,497+34.9% |
| Participation rate | 98.4% | 73.8%+24.6pp | 76.0%+22.4pp | 70.7%+27.7pp |
| Annual return | 10.00% | 34.18%-24.2pp | 196.47%-186.5pp | 28.51%-18.5pp |
| Employer contribution / active EE | $2,352 | $2,037+15.5% | $2,689-12.5% | $2,270+3.6% |
| Participant deferral / active EE | $4,049 | $3,501+15.7% | $4,245-4.6% | $3,740+8.3% |
| Admin fee / account holder | $559 | $535+4.5% | $6,643-91.6% | $513+8.9% |