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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 | $101,499+50.2% | $147,005+3.7% | $74,546+104.5% |
| Participation rate | 89.4% | 75.5%+13.9pp | 82.2%+7.3pp | 67.2%+22.2pp |
| Annual return | 15.06% | 8732.34%-8717.3pp | 418.76%-403.7pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $2,028 | $3,811-46.8% | $4,934-58.9% | $2,624-22.7% |
| Participant deferral / active EE | $10,113 | $7,304+38.4% | $8,070+25.3% | $4,347+132.6% |
| Admin fee / account holder | $458 | $1,748-73.8% | $13,006-96.5% | $1,944-76.4% |