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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,426 |
GEFFENMESHER4 years Service code 10 888 SW 5TH AVE, STE 800 · PORTLAND, OR 97204 | Accounting | $21,125 |
HUMAN INTEREST ADVISOR LLC4 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $7,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,528 | $73,532-80.2% | $178,505-91.9% | $74,478-80.5% |
| Participation rate | 54.6% | 66.6%-12.0pp | 77.1%-22.5pp | 67.2%-12.6pp |
| Annual return | 8.20% | 17.49%-9.3pp | 27.16%-19.0pp | 1370.56%-1362.4pp |
| Employer contribution / active EE | $743 | $2,221-66.6% | $3,955-81.2% | $2,626-71.7% |
| Participant deferral / active EE | $1,552 | $4,519-65.7% | $6,280-75.3% | $4,350-64.3% |
| Admin fee / account holder | $562 | $1,813-69.0% | $10,428-94.6% | $1,946-71.1% |