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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $52,942 |
Filed as: GREY FOX WEALTH ADVISORS LLC Service code 27 100 S ROCKLAND FALLS RD · ROCKLAND, DE 19807 | Advisory (Plan) | $11,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,549 | $83,023-0.6% | $102,437-19.4% | $77,762+6.2% |
| Participation rate | 64.0% | 71.5%-7.5pp | 74.5%-10.5pp | 70.6%-6.6pp |
| Annual return | 12.60% | 19.12%-6.5pp | 24.95%-12.4pp | 31.27%-18.7pp |
| Employer contribution / active EE | $3,416 | $3,552-3.9% | $3,871-11.8% | $2,728+25.2% |
| Participant deferral / active EE | $4,239 | $4,110+3.1% | $5,060-16.2% | $4,651-8.9% |
| Admin fee / account holder | $345 | $639-46.0% | $8,388-95.9% | $433-20.3% |