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| Provider | Service type | Compensation |
|---|---|---|
ADMINISTRATION SERVICES INC.8+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $14,112 |
WARD FISHER & COMPANY4 years Filed as: WARD FISHER & CO. Service code 10 · EIN 05-0234540 | Accounting | $14,100 |
RODIO & URSILLO1 year Filed as: RODIO & URSILLO LTD Service code 22 · EIN 05-0398359 | Insurance Broker | $10,560 |
Filed as: ANGELL PENSION GROUP Service code 17 · EIN 04-2530412 | Pension Consulting | $775 |
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 | $113,961 | $51,207+122.5% | $70,565+61.5% | $71,529+59.3% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.4%+31.6pp | 67.9%+32.1pp |
| Annual return | 17.72% | 42.71%-25.0pp | 32.79%-15.1pp | 28.97%-11.3pp |
| Employer contribution / active EE | $7,899 | $1,795+340.1% | $2,976+165.5% | $2,590+205.0% |
| Participant deferral / active EE | $0 | $3,033-100.0% | $4,568-100.0% | $4,291-100.0% |
| Admin fee / account holder | $335 | $2,002-83.3% | $6,430-94.8% | $1,588-78.9% |