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| Provider | Service type | Compensation |
|---|---|---|
L. HARDY MASON10+ years Service code 14 · EIN 22-6661613 | Plan Administrator | $141,163 |
BRADLEY FOSTER & SARGENT INC10+ years Filed as: BRADLEY, FOSTER & SARGENT Service code 16 · EIN 06-1380515 | Consulting | $80,529 |
STRATEGIC ADVISORS, INC.10+ years Service code 16 · EIN 04-2654524 | Consulting | $16,240 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC Service code 16 · EIN 06-1504963 | Consulting | $9,400 |
HALSEY ASSOCIATES10+ years Service code 16 · EIN 06-0972080 | Consulting | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$120,896 |
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 | $455,911 | $101,539+349.0% | $147,041+210.1% | $74,400+512.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.85% | 8740.84%-8724.0pp | 419.21%-402.4pp | 1367.51%-1350.7pp |
| Employer contribution / active EE | $6,204 | $3,811+62.8% | $4,935+25.7% | $2,624+136.4% |
| Participant deferral / active EE | $13,079 | $7,304+79.1% | $8,071+62.0% | $4,348+200.8% |
| Admin fee / account holder | $502 | $1,749-71.3% | $13,006-96.1% | $1,944-74.2% |