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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 | $85,515+218.6% | $112,040+143.2% | $67,986+300.8% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 15.70% | 29.68%-14.0pp | 24.52%-8.8pp | 31.67%-16.0pp |
| Employer contribution / active EE | $18,579 | $2,191+747.9% | $2,954+529.0% | $2,019+820.3% |
| Participant deferral / active EE | $4,732 | $4,014+17.9% | $5,098-7.2% | $3,358+40.9% |
| Admin fee / account holder | $736 | $3,774-80.5% | $12,098-93.9% | $3,203-77.0% |