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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $53,244 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,285 |
COHREZNICK LLP1 year Filed as: COHREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $19,380 |
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 | $145,486 | $69,383+109.7% | $101,275+43.7% | $73,497+97.9% |
| Participation rate | 91.7% | 68.4%+23.3pp | 75.8%+15.9pp | 70.7%+21.0pp |
| Annual return | 17.16% | 18.46%-1.3pp | 46.48%-29.3pp | 28.51%-11.4pp |
| Employer contribution / active EE | $3,184 | $2,628+21.1% | $3,660-13.0% | $2,270+40.2% |
| Participant deferral / active EE | $8,385 | $3,301+154.0% | $4,371+91.8% | $3,740+124.2% |
| Admin fee / account holder | $446 | $704-36.6% | $5,948-92.5% | $513-13.0% |