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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL WEALTH MANAGEMENT5 years Filed as: CAPITAL WEALTH MANAGEMENT, INC Service code 27 · EIN 65-1226333 | Advisory (Plan) | $74,457 |
Filed as: BENEFIT PLAN ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 10019 | Recordkeeping | $27,704 |
Filed as: KAHN, LITWIN, RENZA & CO., LTD. Service code 10 · EIN 05-0409384 951 NORTH MAIN STREET · PROVIDENCE, RI 02904 | Accounting | $11,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,543 | $51,197+78.8% | $82,719+10.7% | $66,914+36.8% |
| Participation rate | 80.3% | 67.8%+12.5pp | 72.6%+7.8pp | 69.8%+10.5pp |
| Annual return | -16.89% | -9.64%-7.3pp | 701.18%-718.1pp | 1.58%-18.5pp |
| Employer contribution / active EE | $6,642 | $2,611+154.4% | $3,009+120.7% | $2,544+161.1% |
| Participant deferral / active EE | $6,223 | $3,458+80.0% | $4,395+41.6% | $4,237+46.9% |
| Admin fee / account holder | $567 | $416+36.5% | $5,329-89.4% | $593-4.4% |