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| Provider | Service type | Compensation |
|---|---|---|
HAND BENEFITS & TRUST COMPANY1+ years Filed as: HAND BENFITS & TRUST COMPANY Service code 19 · EIN 74-1977743 | Securities Custodian | $25,875 |
MFP STRATEGIES1+ years Service code 52 · EIN 23-3038134 | Indirect Investment Fees | $24,032 |
PATH ADMINISTRATORS1+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $21,600 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES J. JOHNSTON,PC. Service code 29 · EIN 23-2077724 | Legal | $10,504 |
ALAN ROSS & COMPANY, PC1+ years Service code 10 · EIN 20-5367494 | Accounting | $7,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,106 | $50,464+98.4% | $75,784+32.1% | $52,331+91.3% |
| Participation rate | 72.6% | 66.8%+5.9pp | 75.8%-3.2pp | 68.1%+4.5pp |
| Annual return | 1.19% | 1.03%+0.2pp | 9.68%-8.5pp | 4.54%-3.3pp |
| Employer contribution / active EE | $3,817 | $1,988+92.0% | $3,323+14.9% | $1,882+102.8% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $583 | $1,103-47.1% | $5,300-89.0% | $592-1.4% |