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| Provider | Service type | Compensation |
|---|---|---|
PRW WEALTH MANAGEMENT1+ years Service code 27 1 PINE HILL DRIVE, SUITE 502 · QUINCY, MA 02169 | Advisory (Plan) | $95,722 |
GARDNER RUSSO1+ years Filed as: GARDNER RUSSO GARDNER Service code 27 223 EAST CHESTNUT STREET · LANCASTER, PA 17602 | Advisory (Plan) | $44,028 |
BOSTON PARTNERS1+ years Filed as: BOSTON HARBOR WEALTH ADVISORS Service code 27 289 GREAT ROAD · ACTON, MA 01720 | Advisory (Plan) | $36,939 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,986 | $51,447+4.9% | $104,625-48.4% | $73,412-26.5% |
| Participation rate | 90.5% | 68.2%+22.3pp | 74.1%+16.5pp | 72.2%+18.4pp |
| Annual return | 16.37% | 25.06%-8.7pp | 340.60%-324.2pp | 59.30%-42.9pp |
| Employer contribution / active EE | $1,855 | $1,441+28.7% | $2,681-30.8% | $2,234-16.9% |
| Participant deferral / active EE | $0 | $3,058-100.0% | $3,738-100.0% | $3,806-100.0% |
| Admin fee / account holder | $320 | $122+162.7% | $6,465-95.0% | $158+103.0% |