| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $60,760 |
BRYAN CAVE LLP1+ years Service code 27 · EIN 43-0602162 | Advisory (Plan) | $52,350 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,674 |
Service code 10 · EIN 30-0840934 | Accounting | $34,000 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: INDEPENDENT FINANACIAL PARTNERS FBO Service code 27 · EIN 59-3331424 | Advisory (Plan) | $33,333 |
MERCER1+ years Filed as: MERCER US INC Service code 16 · EIN 13-2834414 | Consulting | $5,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $157,082 | $72,770+115.9% | $67,652+132.2% | $55,191+184.6% |
| Participation rate | 98.3% | 78.8%+19.5pp | 75.7%+22.7pp | 69.2%+29.2pp |
| Annual return | 0.39% | -3.26%+3.7pp | 6625.40%-6625.0pp | 10.78%-10.4pp |
| Employer contribution / active EE | $4,390 | $1,769+148.1% | $2,266+93.8% | $1,899+131.2% |
| Participant deferral / active EE | $6,890 | $3,408+102.2% | $3,560+93.6% | $3,046+126.2% |
| Admin fee / account holder | $353 | $79+348.3% | $4,821-92.7% | $91+289.2% |