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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 | $122,239+123.3% | $184,200+48.2% | $74,546+266.1% |
| Participation rate | 88.4% | 85.5%+2.9pp | 86.8%+1.5pp | 67.2%+21.2pp |
| Annual return | 13.72% | 19.95%-6.2pp | 28.80%-15.1pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $25,379 | $4,537+459.3% | $6,424+295.1% | $2,624+867.0% |
| Participant deferral / active EE | $9,986 | $7,139+39.9% | $9,132+9.3% | $4,347+129.7% |
| Admin fee / account holder | $604 | $1,260-52.0% | $13,907-95.7% | $1,944-68.9% |