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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $114,422 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,991 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $11,300 |
RPW SOLUTIONS LLC1 year Service code 16 · EIN 88-1100312 | Consulting | $10,460 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $590,362 | $91,439+545.6% | $135,974+334.2% | $71,511+725.6% |
| Participation rate | 99.1% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 18.35% | 29.90%-11.5pp | 68.30%-50.0pp | 28.86%-10.5pp |
| Employer contribution / active EE | $19,447 | $3,705+424.9% | $4,859+300.2% | $2,589+651.1% |
| Participant deferral / active EE | $13,596 | $7,093+91.7% | $7,760+75.2% | $4,291+216.9% |
| Admin fee / account holder | $904 | $1,267-28.6% | $10,767-91.6% | $1,588-43.1% |