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| Provider | Service type | Compensation |
|---|---|---|
FOX ROTHSCHILD LLP5+ years Service code 99 · EIN 23-1404723 | Other Fees | $33,565 |
Service code 99 · EIN 11-2588222 | Other Fees | $14,330 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER LLP Service code 99 · EIN 22-2000222 | Other Fees | $6,375 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,088 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,568 |
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 | $367,135 | $89,652+309.5% | $141,177+160.1% | $65,185+463.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 20.66% | 32.79%-12.1pp | 71.40%-50.7pp | 29.38%-8.7pp |
| Employer contribution / active EE | $9,153 | $3,065+198.7% | $4,736+93.3% | $2,177+320.5% |
| Participant deferral / active EE | $8,789 | $5,691+54.4% | $6,710+31.0% | $3,514+150.1% |
| Admin fee / account holder | $377 | $569-33.7% | $10,263-96.3% | $847-55.5% |