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| Provider | Service type | Compensation |
|---|---|---|
ARIS CORPORATION OF AMERICA1+ years Filed as: ARIS WEALTH SERVICES Service code 51 · EIN 24-1724474 | Investment Mgmt Fees | $53,524 |
HERBEIN & COMPANY, INC.1+ years Filed as: HERBEIN AND COMPANY Service code 10 · EIN 23-2415973 | Accounting | $7,035 |
ARIS CORPORATION OF AMERICA1+ years Service code 13 · EIN 25-1271042 | Contract Administrator | $6,621 |
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 | $77,044 | $52,678+46.3% | $75,784+1.7% | $59,633+29.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.08% | 2.95%-4.0pp | 9.68%-10.8pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $10,138 | $2,193+362.2% | $3,323+205.1% | $2,203+360.3% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $586 | $3,610-83.8% | $5,300-89.0% | $4,297-86.4% |