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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,452 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,686 |
ASCENSUS LLC4 years Filed as: DWC ERISA CONSULTANTS Service code 13 · EIN 26-2091417 | Contract Administrator | $4,615 |
ASCENSUS LLC4 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 | Contract Administrator | $2,390 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,916 | $65,960-54.6% | $81,844-63.4% | $77,736-61.5% |
| Participation rate | 41.9% | 65.8%-23.9pp | 72.4%-30.5pp | 70.6%-28.7pp |
| Annual return | 15.23% | 26.64%-11.4pp | 778.87%-763.6pp | 31.26%-16.0pp |
| Employer contribution / active EE | $904 | $2,375-61.9% | $2,916-69.0% | $2,728-66.9% |
| Participant deferral / active EE | $1,466 | $3,505-58.2% | $4,323-66.1% | $4,651-68.5% |
| Admin fee / account holder | $311 | $526-41.0% | $7,355-95.8% | $433-28.3% |