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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,036 |
LUMSDEN & MCCORMICK LLP1 year Filed as: LUMSDEN & MCCORMICK Service code 10 · EIN 16-0765486 | Accounting | $6,899 |
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 27 · EIN 27-4034238 | Advisory (Plan) | $5,992 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,807 | $79,209-27.0% | $102,434-43.6% | $74,459-22.4% |
| Participation rate | 91.3% | 74.8%+16.5pp | 76.5%+14.8pp | 67.2%+24.0pp |
| Annual return | 12.19% | 54.98%-42.8pp | 29.46%-17.3pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $3 | $2,362-99.9% | $3,023-99.9% | $2,626-99.9% |
| Participant deferral / active EE | $25 | $4,417-99.4% | $5,055-99.5% | $4,350-99.4% |
| Admin fee / account holder | $318 | $2,002-84.1% | $9,462-96.6% | $1,945-83.7% |