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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 16-1559687 369 FRANKLIN STREET · BUFFALO, NY 14202 | Advisory (Plan) | $93,178 |
JULY BUSINESS SERVICES1+ years Filed as: JULY SERVICES Service code 15 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $25,614 |
1ST GLOBAL1+ years Filed as: 1ST GLOBAL, INC. Service code 27 8150 N CENTRAL EXPY 500 · DALLAS, TX 75206 | Advisory (Plan) | $18,636 |
LT TRUST COMPANY1+ years Filed as: MG TRUST COMPANY, LLC Service code 19 · EIN 75-3182674 700 17TH STREET, SUITE 600 · DENVER, CO 80202 | Securities Custodian | $5,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,031 | $39,458+49.6% | $60,547-2.5% | $55,191+7.0% |
| Participation rate | 59.0% | 59.6%-0.6pp | 68.0%-8.9pp | 69.2%-10.1pp |
| Annual return | -1.46% | 3.35%-4.8pp | 335.64%-337.1pp | 10.78%-12.2pp |
| Employer contribution / active EE | $1,575 | $1,210+30.1% | $2,419-34.9% | $1,899-17.1% |
| Participant deferral / active EE | $2,868 | $2,140+34.0% | $3,328-13.8% | $3,046-5.8% |
| Admin fee / account holder | $503 | $95+428.2% | $4,536-88.9% | $91+453.6% |