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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE K2 years Filed as: EMPLOYEE Service code 20 · EIN 06-1078051 | Employee (plan); Trustee (individual) | $29,966 |
FIDUCIARY INVESTMENT ADVISORS3+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $20,007 |
Filed as: BUCKLEY, FRAME BOUDREAU & CO PC Service code 10 · EIN 06-0931761 | Accounting | $19,564 |
REID & RIEGE, P.C.1 year Filed as: REID & REIGE, P.C. Service code 13 · EIN 06-0867204 | Contract Administrator | $8,284 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,187 | $58,726-11.1% | $92,240-43.4% | $62,293-16.2% |
| Participation rate | 93.2% | 68.3%+24.8pp | 76.5%+16.7pp | 69.5%+23.6pp |
| Annual return | 12.14% | 43.62%-31.5pp | 176.29%-164.2pp | 28.90%-16.8pp |
| Employer contribution / active EE | $4,018 | $2,392+68.0% | $3,680+9.2% | $2,042+96.7% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $613 | $556+10.2% | $5,194-88.2% | $479+27.9% |