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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,763 |
BDO USA, LLP1+ years Filed as: BDO Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $10,485 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS. Service code 13 · EIN 20-1409613 | Contract Administrator | $2,113 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,771 | $65,453-27.0% | $86,698-44.9% | $66,938-28.6% |
| Participation rate | 93.3% | 75.5%+17.8pp | 76.6%+16.7pp | 69.8%+23.5pp |
| Annual return | -13.21% | -10.89%-2.3pp | 35.95%-49.2pp | 1.58%-14.8pp |
| Employer contribution / active EE | $650 | $2,154-69.8% | $2,837-77.1% | $2,545-74.5% |
| Participant deferral / active EE | $3,395 | $4,102-17.2% | $4,656-27.1% | $4,238-19.9% |
| Admin fee / account holder | $230 | $642-64.2% | $7,493-96.9% | $594-61.2% |