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| Provider | Service type | Compensation |
|---|---|---|
PALLAS CAPITAL ADVISORS4 years Service code 27 · EIN 83-4556573 45 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Advisory (Plan) | $71,283 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,652 |
Filed as: PRIME PENSIONS, INC. Service code 49 · EIN 46-1224594 25B VREELAND ROAD · FLORHAM PARK, NJ 07932 | Other Services | $6,895 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,451 | $101,591+50.1% | $147,096+3.6% | $74,429+104.8% |
| Participation rate | 89.4% | 75.5%+13.9pp | 82.2%+7.2pp | 67.2%+22.2pp |
| Annual return | 15.06% | 8746.45%-8731.4pp | 419.75%-404.7pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $2,028 | $3,813-46.8% | $4,936-58.9% | $2,625-22.7% |
| Participant deferral / active EE | $10,113 | $7,302+38.5% | $8,071+25.3% | $4,348+132.6% |
| Admin fee / account holder | $458 | $1,750-73.8% | $13,005-96.5% | $1,944-76.4% |