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| Provider | Service type | Compensation |
|---|---|---|
JOSHUA LAUREN & CO., INC.1+ years Service code 51 · EIN 22-2848003 | Investment Mgmt Fees | $47,249 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,302 | $53,412-18.9% | $68,509-36.8% | $52,331-17.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | -2.35% | 3.42%-5.8pp | 8.27%-10.6pp | 4.54%-6.9pp |
| Employer contribution / active EE | $1,505 | $1,607-6.4% | $2,278-33.9% | $1,882-20.0% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $321 | $461-30.3% | $5,275-93.9% | $592-45.7% |