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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUNDERS FINANCIAL ADVISORS, LLC Service code 27 · EIN 82-4516448 5968 BRIDGETOWN ROAD · CINCINNATI, OH 45248 | Advisory (Plan) | $7,068 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $2,043 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN PENSION SERVICES, LLC Service code 13 · EIN 26-3921633 2454 N. MCMULLEN BOOTH ROAD, ST 431 · CLEARWATER, FL 33759 | Contract Administrator | $1,849 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $420 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,757 | $73,863-31.3% | $143,797-64.7% | $68,490-25.9% |
| Participation rate | 94.3% | 66.7%+27.6pp | 80.3%+14.0pp | 67.9%+26.4pp |
| Annual return | -7.16% | 0.91%-8.1pp | -0.04%-7.1pp | -7.85%+0.7pp |
| Employer contribution / active EE | $698 | $3,185-78.1% | $4,952-85.9% | $2,597-73.1% |
| Participant deferral / active EE | $1,301 | $3,385-61.6% | $5,638-76.9% | $4,028-67.7% |
| Admin fee / account holder | $8,253 | $5,756+43.4% | $14,679-43.8% | $5,403+52.7% |