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| Provider | Service type | Compensation |
|---|---|---|
SMITH & HOWARD, PC3 years Filed as: SMITH BROTHERS FINANCIAL Service code 27 · EIN 06-1517948 | Advisory (Plan) | $36,933 |
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $32,851 |
PASI, LLC1 year Filed as: PASI LLC Service code 99 · EIN 26-1407927 | Other Fees | $7,955 |
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 | $101,646 | $101,499+0.1% | $147,005-30.9% | $74,546+36.4% |
| Participation rate | 86.3% | 75.5%+10.7pp | 82.2%+4.1pp | 67.2%+19.1pp |
| Annual return | 14.63% | 8732.34%-8717.7pp | 418.76%-404.1pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $5,843 | $3,811+53.3% | $4,934+18.4% | $2,624+122.7% |
| Participant deferral / active EE | $7,410 | $7,304+1.4% | $8,070-8.2% | $4,347+70.4% |
| Admin fee / account holder | $338 | $1,748-80.7% | $13,006-97.4% | $1,944-82.6% |