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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
SETAWAY LLC6 years Service code 16 · EIN 45-5055797 | Consulting | $9,483 |
MCSOLEY MCCOY & CO1 year Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $8,737 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS IN Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,139 |
Filed as: FIDELITY INVESTMENTS INSTITUTION Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,536 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,310 | $61,391+187.2% | $149,723+17.8% | $71,529+146.5% |
| Participation rate | 94.6% | 62.5%+32.0pp | 78.8%+15.8pp | 67.9%+26.6pp |
| Annual return | 20.37% | 35.88%-15.5pp | 134.50%-114.1pp | 28.97%-8.6pp |
| Employer contribution / active EE | $7,565 | $2,384+217.4% | $4,821+56.9% | $2,590+192.1% |
| Participant deferral / active EE | $6,561 | $2,921+124.6% | $5,682+15.5% | $4,291+52.9% |
| Admin fee / account holder | $310 | $1,264-75.4% | $13,215-97.7% | $1,588-80.5% |