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| Provider | Service type | Compensation |
|---|---|---|
D H EVANS TPA LLC DBA PATH ADMIN9+ years Service code 13 · EIN 46-1664646 | Contract Administrator | $119,520 |
PACKER THOMAS7 years Service code 10 · EIN 34-1667340 | Accounting | $12,392 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,095 |
WILLIG, WILLIAMS & DAVIDSON6 years Service code 29 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $7,420 |
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 | $118,912 | $93,010+27.8% | $96,515+23.2% | $74,460+59.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 17.57% | 37.50%-19.9pp | 35.73%-18.2pp | 34.38%-16.8pp |
| Employer contribution / active EE | $11,768 | $3,427+243.4% | $3,740+214.7% | $2,638+346.1% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $321 | $633-49.4% | $6,735-95.2% | $348-7.8% |