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| Provider | Service type | Compensation |
|---|---|---|
SAX LLP2 years Service code 10 855 VALLEY ROAD · CLIFTON, NJ 07013 | Accounting | $12,000 |
Service code 13 · EIN 20-4780677 2929 ARCH STREET · PHILADELPHIA, PA 191042889 | Contract Administrator | $5,719 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,235 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $843 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,214 | $54,573+3.0% | $90,970-38.2% | $73,497-23.5% |
| Participation rate | 28.3% | 61.2%-32.9pp | 69.0%-40.7pp | 70.7%-42.4pp |
| Annual return | 20.26% | 16.69%+3.6pp | 134.60%-114.3pp | 28.51%-8.3pp |
| Employer contribution / active EE | $2,292 | $991+131.2% | $2,122+8.0% | $2,270+1.0% |
| Participant deferral / active EE | $2,361 | $2,517-6.2% | $3,373-30.0% | $3,740-36.9% |
| Admin fee / account holder | $331 | $521-36.4% | $5,961-94.4% | $513-35.4% |