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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $39,022 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 · EIN 41-2016508 | Advisory (Plan) | $35,259 |
FLAHERTY SALMIN, LLP11+ years Service code 10 2300 BUFFALO ROAD, BLDG. 200 · ROCHESTER, NY 14624 | Accounting | $14,900 |
Filed as: SECURITY ADMINISTRATORS INC Service code 15 · EIN 15-0442730 | Recordkeeping | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,478 | $87,465+211.5% | $122,979+121.6% | $65,306+317.2% |
| Participation rate | 100.0% | 66.0%+34.0pp | 77.2%+22.8pp | 57.7%+42.3pp |
| Annual return | 15.70% | 19.76%-4.1pp | 20.12%-4.4pp | 21.94%-6.2pp |
| Employer contribution / active EE | $18,579 | $2,156+761.8% | $3,062+506.7% | $1,967+844.4% |
| Participant deferral / active EE | $4,732 | $3,705+27.7% | $5,003-5.4% | $2,959+59.9% |
| Admin fee / account holder | $736 | $5,100-85.6% | $12,864-94.3% | $3,480-78.9% |