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| Provider | Service type | Compensation |
|---|---|---|
FRANKLIN STREET ADVISORS2 years Service code 27 · EIN 56-1749652 | Advisory (Plan) | $22,495 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,151 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,588 | $64,176-35.2% | $112,263-63.0% | $66,949-37.9% |
| Participation rate | 55.2% | 68.4%-13.3pp | 75.1%-19.9pp | 69.8%-14.7pp |
| Annual return | -19.25% | -13.80%-5.4pp | 27.49%-46.7pp | 1.57%-20.8pp |
| Employer contribution / active EE | $1,007 | $3,007-66.5% | $3,636-72.3% | $2,545-60.4% |
| Participant deferral / active EE | $2,280 | $3,694-38.3% | $4,729-51.8% | $4,239-46.2% |
| Admin fee / account holder | $432 | $626-30.9% | $6,410-93.3% | $594-27.2% |