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| Provider | Service type | Compensation |
|---|---|---|
BRADLEY FOSTER & SARGENT INC8+ years Filed as: BRADLEY, FOSTER & SARGENT Service code 16 · EIN 06-1380515 | Consulting | $70,606 |
L. HARDY MASON8+ years Service code 14 · EIN 22-6661613 | Plan Administrator | $56,750 |
STRATEGIC ADVISORS, INC.8+ years Service code 16 · EIN 04-2654524 | Consulting | $43,112 |
RESOURCES MANAGEMENT CORPORATION8+ years Filed as: RESOURCES MANAGEMENT Service code 16 · EIN 06-0944880 | Consulting | $24,581 |
HALSEY ASSOCIATES8+ years Service code 16 · EIN 06-0972080 | Consulting | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$105,469 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $350,502 | $84,493+314.8% | $125,381+179.5% | $66,938+423.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.98% | -8.49%-8.5pp | 572.31%-589.3pp | 1.58%-18.6pp |
| Employer contribution / active EE | $11,576 | $3,554+225.7% | $4,815+140.4% | $2,545+354.8% |
| Participant deferral / active EE | $11,309 | $6,783+66.7% | $7,448+51.8% | $4,238+166.8% |
| Admin fee / account holder | $569 | $685-16.9% | $10,007-94.3% | $594-4.1% |