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| Provider | Service type | Compensation |
|---|---|---|
SES ADVISORS, INC.1 year Filed as: SES ESOP PLAN SERVICES Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $14,240 |
HOWITT & ASSOCIATES5+ years Service code 34 · EIN 01-5365671 | Valuation (appraisals, etc.) | $9,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,738 | $86,341-35.4% | $125,195-55.5% | $65,186-14.5% |
| Participation rate | 99.4% | 75.3%+24.1pp | 79.8%+19.6pp | 70.2%+29.2pp |
| Annual return | 63.99% | 27.44%+36.6pp | 43.79%+20.2pp | 29.39%+34.6pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $103 | $609-83.1% | $9,704-98.9% | $847-87.8% |