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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,539 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS Service code 49 · EIN 20-0223513 | Other Services | $14,318 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $7,456 |
SANCTUARY ADVISORS, LLC1 year Filed as: SANCTUARY ADVISORY, LLC Service code 27 | Advisory (Plan) | $6,613 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $479 |
SANCTUARY ADVISORS, LLC1 year Service code 27 · EIN 47-3162022 | Advisory (Plan) | $0 |
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 | $101,822 | $77,460+31.5% | $100,378+1.4% | $80,925+25.8% |
| Participation rate | 95.5% | 76.9%+18.5pp | 81.5%+13.9pp | 67.7%+27.8pp |
| Annual return | -16.94% | 37.24%-54.2pp | 49.41%-66.3pp | 35.65%-52.6pp |
| Employer contribution / active EE | $1,700 | $2,801-39.3% | $3,942-56.9% | $2,756-38.3% |
| Participant deferral / active EE | $9,891 | $6,818+45.1% | $8,087+22.3% | $4,299+130.1% |
| Admin fee / account holder | $303 | $5,887-94.9% | $7,899-96.2% | $6,940-95.6% |