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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-1204987 | Advisory (Plan) | $17,099 |
Service code 10 · EIN 58-1414947 | Accounting | $14,744 |
ALDAY WRIGHT & GILES, P.C.1 year Filed as: ALDAY WRIGHT GILES Service code 10 · EIN 58-1697066 | Accounting | $10,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,877 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,967 | $59,159-42.6% | $159,960-78.8% | $66,914-49.2% |
| Participation rate | 92.1% | 68.1%+24.0pp | 78.0%+14.1pp | 69.8%+22.3pp |
| Annual return | -19.53% | -12.26%-7.3pp | 408.60%-428.1pp | 1.58%-21.1pp |
| Employer contribution / active EE | $863 | $1,983-56.5% | $4,226-79.6% | $2,544-66.1% |
| Participant deferral / active EE | $2,865 | $4,395-34.8% | $6,182-53.7% | $4,237-32.4% |
| Admin fee / account holder | $335 | $591-43.3% | $8,698-96.1% | $593-43.5% |