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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 183 SULLY'S TRAIL · PITTSFORD, NC 14534 | Investment Management | $215,666 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $272,228 | $62,409+336.2% | $120,574+125.8% | $74,459+265.6% |
| Participation rate | 93.1% | 56.8%+36.3pp | 71.9%+21.1pp | 67.2%+25.8pp |
| Annual return | 15.53% | 18.62%-3.1pp | 107.42%-91.9pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $6,002 | $1,847+225.0% | $3,471+72.9% | $2,626+128.6% |
| Participant deferral / active EE | $4,945 | $2,888+71.2% | $4,996-1.0% | $4,350+13.7% |
| Admin fee / account holder | $1,498 | $2,394-37.4% | $9,445-84.1% | $1,945-23.0% |