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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 94-3311770 | Recordkeeping | $18,404 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,330 |
ASCENSUS LLC1 year Filed as: PORTICO WEALTH ADVISORS, LLC Service code 15 · EIN 27-1799818 | Recordkeeping | $15,684 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,455 | $102,422-71.2% | $147,117-80.0% | $80,959-63.6% |
| Participation rate | 83.9% | 75.9%+8.0pp | 82.2%+1.7pp | 67.7%+16.2pp |
| Annual return | 11.45% | 135.16%-123.7pp | 420.54%-409.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,793 | $6,652-27.9% | $8,065-40.6% | $4,300+11.5% |
| Admin fee / account holder | $459 | $7,953-94.2% | $12,993-96.5% | $6,925-93.4% |