| 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 | $91,480+545.3% | $135,998+334.1% | $71,535+725.3% |
| Participation rate | 99.1% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 18.35% | 29.89%-11.5pp | 68.37%-50.0pp | 28.97%-10.6pp |
| Employer contribution / active EE | $19,447 | $3,705+424.8% | $4,860+300.2% | $2,590+650.9% |
| Participant deferral / active EE | $13,596 | $7,095+91.6% | $7,761+75.2% | $4,292+216.8% |
| Admin fee / account holder | $904 | $1,267-28.7% | $10,769-91.6% | $1,589-43.1% |