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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE K1 year Filed as: EMPLOYEE Service code 20 · EIN 06-1078051 | Trustee (individual); Employee (plan) | $29,654 |
BUCKLEY, FRAME, BOUDREAU & CO., P.C2+ years Filed as: BUCKLEY, FRAME BOUDREAU & CO PC Service code 10 · EIN 06-0931761 | Accounting | $19,267 |
FIDUCIARY INVESTMENT ADVISORS2+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $10,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,433 | $52,884-12.2% | $84,750-45.2% | $55,167-15.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 4.57% | 18.03%-13.5pp | 22.78%-18.2pp | 169.23%-164.7pp |
| Employer contribution / active EE | $4,336 | $2,233+94.2% | $3,574+21.3% | $1,963+121.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $574 | $581-1.2% | $5,332-89.2% | $504+13.8% |