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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ACROPOLIS INVESTMENT MANAGEMENT Service code 27 · EIN 32-0016216 | Advisory (Plan) | $34,192 |
Service code 15 · EIN 27-1033755 | Recordkeeping | $18,979 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS, LLC Service code 17 · EIN 26-2091417 | Pension Consulting | $12,132 |
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY Service code 18 · EIN 75-3182674 | Trustee (discretionary); Custodial (o... | $2,944 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,911 | $136,307-77.3% | $177,840-82.6% | $73,493-57.9% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.7%+9.5pp | 70.7%+26.5pp |
| Annual return | 21.85% | 18.68%+3.2pp | 48.32%-26.5pp | 28.51%-6.7pp |
| Employer contribution / active EE | $3,088 | $3,712-16.8% | $5,919-47.8% | $2,270+36.0% |
| Participant deferral / active EE | $4,767 | $5,829-18.2% | $7,714-38.2% | $3,740+27.5% |
| Admin fee / account holder | $338 | $596-43.3% | $12,431-97.3% | $513-34.2% |