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| Provider | Service type | Compensation |
|---|---|---|
CFS INVESTMENT ADVISORY SERVICES3+ years Service code 27 97 LACKAWANNA AVENUE · TOTOWA, NJ 075122334 | Advisory (Plan) | $57,568 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,861 |
CONCANNON, MILLER & CO P.C.2 years Filed as: CONCANNON, MILLER AND COMPANY P.C. Service code 10 1525 VALLEY CENTER PKWY STE 300 · BETHLEHEM, PA 18017 | Accounting | $12,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,971 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,778 | $63,314+329.3% | $91,004+198.6% | $62,293+336.3% |
| Participation rate | 99.3% | 73.3%+25.9pp | 75.6%+23.7pp | 69.5%+29.8pp |
| Annual return | 17.99% | 21.00%-3.0pp | 4.60%+13.4pp | 28.90%-10.9pp |
| Employer contribution / active EE | $10,145 | $1,807+461.3% | $2,456+313.1% | $2,042+396.8% |
| Participant deferral / active EE | $4,718 | $2,944+60.3% | $3,548+33.0% | $3,169+48.9% |
| Admin fee / account holder | $559 | $468+19.5% | $5,417-89.7% | $479+16.5% |