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| Provider | Service type | Compensation |
|---|---|---|
MOREY, NEE, BUCK & OSWALD, LLC1+ years Service code 10 · EIN 27-4435968 1120 N. BETHLEHEM PIKE · SPRING HOUSE, PA 19477 | Accounting | $30,000 |
IVERNESS COUNSEL, LLC1+ years Service code 27 · EIN 30-0655125 845 THIRD AVENUE -8TH FLOOR · NEW YORK, NY 10022 | Advisory (Plan) | $9,137 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,110 | $45,152-62.1% | $73,836-76.8% | $59,633-71.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.46% | 27.40%-27.9pp | 2268.06%-2268.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $2,475 | $1,901+30.2% | $2,787-11.2% | $2,203+12.4% |
| Participant deferral / active EE | $224 | $2,573-91.3% | $3,583-93.8% | $3,192-93.0% |
| Admin fee / account holder | $374 | $3,515-89.4% | $4,882-92.3% | $4,297-91.3% |