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| Provider | Service type | Compensation |
|---|---|---|
ARNETT CARBIS TOOTHMAN LLP2 years Service code 10 PO BOX 643656 · PITTSBURGH, PA 15264 | Accounting | $14,200 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 101 BRADFORD RD. · WEXFORD, PA 15090 | Contract Administrator | $9,150 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $5,472 |
ANCHOR CAPITAL ADVISORS LLC2 years Filed as: ANCHOR 3(16) FIDUCIARY SOLUTIONS Service code 99 101 BRADFORD RD SUITE 200 · WEXFORD, PA 15090 | Other Fees | $3,297 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $92 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,866 | $209,422-86.7% | $178,503-84.4% | $158,982-82.5% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 9.02% | 188.81%-179.8pp | 151.12%-142.1pp | 302.99%-294.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $334 | $17,079-98.0% | $13,987-97.6% | $11,252-97.0% |