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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $80,683 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $47,905 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,615 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,193 | $64,176+40.5% | $112,249-19.6% | $66,938+34.7% |
| Participation rate | 88.2% | 68.4%+19.8pp | 75.1%+13.2pp | 69.8%+18.4pp |
| Annual return | -15.50% | -13.80%-1.7pp | 27.48%-43.0pp | 1.58%-17.1pp |
| Employer contribution / active EE | $4,377 | $3,007+45.6% | $3,636+20.4% | $2,545+72.0% |
| Participant deferral / active EE | $8,070 | $3,694+118.5% | $4,729+70.6% | $4,238+90.4% |
| Admin fee / account holder | $986 | $626+57.6% | $6,412-84.6% | $594+66.2% |