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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 | $81,334+235.0% | $113,397+140.3% | $64,097+325.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 76.5%+23.5pp | 55.2%+44.8pp |
| Annual return | 15.70% | 32.50%-16.8pp | 23.20%-7.5pp | 34.64%-18.9pp |
| Employer contribution / active EE | $18,579 | $2,077+794.7% | $2,977+524.0% | $1,891+882.2% |
| Participant deferral / active EE | $4,732 | $3,795+24.7% | $5,076-6.8% | $3,080+53.6% |
| Admin fee / account holder | $736 | $4,208-82.5% | $11,957-93.8% | $3,454-78.7% |