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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Finders' f... | $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 | $77,788-62.1% | $119,126-75.3% | $64,728-54.5% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 7.94% | 13.19%-5.2pp | 282.11%-274.2pp | 49.38%-41.4pp |
| Employer contribution / active EE | $2,404 | $4,031-40.4% | $4,034-40.4% | $2,243+7.2% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $432 | $1,365-68.3% | $10,693-96.0% | $1,145-62.3% |