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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $45,899 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 90111 | Recordkeeping Fees | $40,173 |
PIMCO FUNDS1 year Filed as: EAST CAROLINA ANESTHESIA ASSOCIATES Service code 99 2080 B WEST ARLINGTON BLVD · GREENVILLE, NC 27834 | Other Fees | $17,000 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $9,869 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,987 |
LINDEN THOMAS & COMPANY1 year Service code 27 · EIN 82-1443892 | Advisory (Plan) | $4,044 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,681 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,884 | $61,166+323.2% | $185,849+39.3% | $79,391+226.1% |
| Participation rate | 98.0% | 66.6%+31.4pp | 81.7%+16.3pp | 70.7%+27.3pp |
| Annual return | 13.68% | 19.45%-5.8pp | 122.10%-108.4pp | 116.88%-103.2pp |
| Employer contribution / active EE | $18,706 | $2,321+706.0% | $5,169+261.9% | $2,428+670.5% |
| Participant deferral / active EE | $12,633 | $2,789+353.0% | $5,569+126.9% | $4,046+212.2% |
| Admin fee / account holder | $1,238 | $710+74.5% | $16,244-92.4% | $627+97.6% |