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| Provider | Service type | Compensation |
|---|---|---|
PASQUA THOMAS3 years Service code 27 · EIN 05-4442417 | Advisory (Plan) | $68,477 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,734 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,919 | $122,063+123.6% | $184,256+48.1% | $74,478+266.4% |
| Participation rate | 88.4% | 85.5%+2.9pp | 86.8%+1.5pp | 67.2%+21.2pp |
| Annual return | 13.72% | 19.92%-6.2pp | 28.85%-15.1pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $25,379 | $4,539+459.1% | $6,427+294.9% | $2,626+866.3% |
| Participant deferral / active EE | $9,986 | $7,144+39.8% | $9,133+9.3% | $4,350+129.5% |
| Admin fee / account holder | $604 | $1,253-51.8% | $13,899-95.7% | $1,946-68.9% |