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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping fees; Di... | $54,492 |
Service code 15 · EIN 91-2036994 | Recordkeeping | $34,086 |
PROCAPITA PARTNERS LLC4 years Service code 27 · EIN 83-4182083 | Advisory (Plan) | $20,093 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $19,000 |
Service code 29 · EIN 23-2592817 | Legal | $17,500 |
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 | $29,443 | $81,557-63.9% | $123,973-76.3% | $65,191-54.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 7.94% | 11.45%-3.5pp | 388.13%-380.2pp | 51.24%-43.3pp |
| Employer contribution / active EE | $2,404 | $4,637-48.2% | $4,126-41.7% | $2,400+0.2% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $432 | $1,040-58.4% | $11,799-96.3% | $907-52.4% |