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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 23-3038464 | Contract Administrator | $19,812 |
MURRAY FINANCIAL GROUP1 year Filed as: MURRAY WEALTH MANAGEMENT Service code 27 PO BOX 1728 · LANCASTER, PA 17608 | Advisory (Plan) | $15,591 |
EFFICIENT ADVISORS7 years Service code 28 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $10,230 |
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 | $44,280 | $61,391-27.9% | $149,723-70.4% | $71,529-38.1% |
| Participation rate | 42.6% | 62.5%-19.9pp | 78.8%-36.1pp | 67.9%-25.3pp |
| Annual return | 14.09% | 35.88%-21.8pp | 134.50%-120.4pp | 28.97%-14.9pp |
| Employer contribution / active EE | $573 | $2,384-75.9% | $4,821-88.1% | $2,590-77.9% |
| Participant deferral / active EE | $1,760 | $2,921-39.7% | $5,682-69.0% | $4,291-59.0% |
| Admin fee / account holder | $407 | $1,264-67.8% | $13,215-96.9% | $1,588-74.4% |