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| Provider | Service type | Compensation |
|---|---|---|
CONCENTUS WEALTH ADVISORS8 years Service code 28 · EIN 46-4604655 3803 WEST CHESTER PIKE #225 · NEWTOWN SQUARE, PA 19073 | Investment Management | $124,537 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 306 PORT ROYAL WAY · PENSACOLA, FL 32502 | Investment Management | $18,157 |
Filed as: CBIZ CPAS PC Service code 10 · EIN 43-1947695 1001 CONSHOHOCKEN STATE ROAD · WEST CONSHOHOCKEN, PA 19428 | Accounting | $6,500 |
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 | $144,735 | $80,763+79.2% | $102,412+41.3% | $74,459+94.4% |
| Participation rate | 70.4% | 65.7%+4.8pp | 74.5%-4.1pp | 67.2%+3.2pp |
| Annual return | 11.90% | 27.57%-15.7pp | 24.94%-13.0pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $10,269 | $3,160+225.0% | $3,870+165.4% | $2,626+291.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $900 | $2,371-62.0% | $8,388-89.3% | $1,945-53.7% |