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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $34,312 |
DELARME WEALTH MANAGEMENT2 years Service code 27 · EIN 81-2647954 | Advisory (Plan) | $32,798 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,075 |
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.
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 | $126,152 | $93,345+35.1% | $119,126+5.9% | $87,485+44.2% |
| Participation rate | 94.9% | 68.7%+26.2pp | 75.8%+19.1pp | 68.9%+26.0pp |
| Annual return | 12.16% | 19.08%-6.9pp | 282.11%-269.9pp | 26.06%-13.9pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,469 | $4,099+179.8% | $5,318+115.7% | $4,274+168.4% |
| Admin fee / account holder | $516 | $8,039-93.6% | $10,693-95.2% | $7,775-93.4% |