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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STACEY BRAUN INC Service code 26 · EIN 13-2889432 | Advisory (Participants) | $106,577 |
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 | $496,829 | $80,748+515.3% | $102,383+385.3% | $74,429+567.5% |
| Participation rate | 97.5% | 65.7%+31.8pp | 74.5%+23.0pp | 67.2%+30.3pp |
| Annual return | 21.18% | 27.57%-6.4pp | 24.94%-3.8pp | 1368.38%-1347.2pp |
| Employer contribution / active EE | $7,373 | $3,159+133.4% | $3,870+90.5% | $2,625+180.9% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $503 | $2,371-78.8% | $8,391-94.0% | $1,944-74.1% |