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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,879 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,696 |
ASCENSUS LLC5 years Filed as: DWC ERISA CONSULTANTS Service code 13 · EIN 26-2091417 | Contract Administrator | $5,130 |
ASCENSUS LLC5 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 | Contract Administrator | $3,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,033 | $39,766-14.4% | $66,674-49.0% | $71,012-52.1% |
| Participation rate | 38.8% | 47.7%-8.9pp | 73.7%-34.9pp | 58.6%-19.8pp |
| Annual return | 12.26% | 181.39%-169.1pp | 321.24%-309.0pp | 37.67%-25.4pp |
| Employer contribution / active EE | $1,010 | $1,503-32.8% | $2,620-61.5% | $2,348-57.0% |
| Participant deferral / active EE | $1,666 | $1,868-10.8% | $4,084-59.2% | $3,246-48.7% |
| Admin fee / account holder | $319 | $1,097-70.9% | $5,098-93.7% | $1,167-72.7% |