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| Provider | Service type | Compensation |
|---|---|---|
JOANN MARINO8 years Service code 25 1706 LYNBROOKE DRIVE · YARDLEY, PA 19067 | Directed Trustee | $40,000 |
Filed as: TRANSITION FINANCIA STRATEGIES, LLC Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $30,077 |
PRAIRIE CAPITAL ADVISORS10+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Direct ... | $18,650 |
KATZ, SAPPER & MILLER10+ years Service code 10 · EIN 35-1090346 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,681 | $79,223-36.0% | $102,460-50.5% | $74,478-32.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 11.36% | 54.98%-43.6pp | 29.47%-18.1pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $22,656 | $2,363+858.7% | $3,025+648.9% | $2,626+762.7% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $490 | $2,003-75.5% | $9,460-94.8% | $1,946-74.8% |