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| Provider | Service type | Compensation |
|---|---|---|
FRANKLIN STREET ADVISORS1 year Service code 27 · EIN 56-1749652 | Advisory (Plan) | $22,723 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,624 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,452 | $77,677-28.6% | $109,188-49.2% | $79,389-30.2% |
| Participation rate | 54.7% | 67.8%-13.2pp | 75.9%-21.2pp | 70.7%-16.1pp |
| Annual return | 13.22% | 23.44%-10.2pp | 25.76%-12.5pp | 116.89%-103.7pp |
| Employer contribution / active EE | $916 | $2,798-67.3% | $3,723-75.4% | $2,428-62.3% |
| Participant deferral / active EE | $2,173 | $3,517-38.2% | $4,654-53.3% | $4,046-46.3% |
| Admin fee / account holder | $449 | $732-38.6% | $6,755-93.3% | $626-28.3% |