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| Provider | Service type | Compensation |
|---|---|---|
JOANN MARINO9 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 | $28,277 |
PRAIRIE CAPITAL ADVISORS11+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $19,550 |
KATZ, SAPPER & MILLER11+ years Service code 10 · EIN 35-1090346 | Accounting | $16,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,728 | $85,515-32.5% | $112,040-48.5% | $67,986-15.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 3.29% | 29.68%-26.4pp | 24.52%-21.2pp | 31.67%-28.4pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $601 | $3,774-84.1% | $12,098-95.0% | $3,203-81.2% |