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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 | $89,259+41.3% | $107,187+17.7% | $82,637+52.7% |
| Participation rate | 94.9% | 67.9%+27.0pp | 75.0%+19.9pp | 68.1%+26.8pp |
| Annual return | 12.16% | 21.02%-8.9pp | 204.55%-192.4pp | 53.51%-41.3pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,469 | $4,037+184.1% | $5,096+125.1% | $4,126+178.0% |
| Admin fee / account holder | $516 | $7,381-93.0% | $9,162-94.4% | $7,339-93.0% |