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| Provider | Service type | Compensation |
|---|---|---|
ALDAY WRIGHT & GILES, P.C.1 year Filed as: ALDAY, WRIGHT & GILES P.C. Service code 10 · EIN 58-1697066 | Accounting | $21,000 |
Service code 27 · EIN 26-1204987 | Advisory (Plan) | $19,108 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,626 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,798 | $62,132-32.7% | $185,823-77.5% | $73,488-43.1% |
| Participation rate | 92.1% | 67.8%+24.3pp | 78.0%+14.0pp | 70.7%+21.4pp |
| Annual return | 12.21% | 20.44%-8.2pp | 35.95%-23.7pp | 28.51%-16.3pp |
| Employer contribution / active EE | $474 | $1,681-71.8% | $4,087-88.4% | $2,270-79.1% |
| Participant deferral / active EE | $3,171 | $3,711-14.6% | $5,632-43.7% | $3,740-15.2% |
| Admin fee / account holder | $315 | $419-24.7% | $9,500-96.7% | $513-38.6% |