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| Provider | Service type | Compensation |
|---|---|---|
ARIS CORPORATION OF AMERICA1+ years Filed as: ARIS WEALTH SERVICES Service code 51 · EIN 25-1724474 | Investment Mgmt Fees | $40,062 |
ARIS CORPORATION OF AMERICA1+ years Service code 13 · EIN 25-1271042 | Contract Administrator | $982 |
HERBEIN & COMPANY, INC.1+ years Filed as: HERBEIN AND COMPANY Service code 10 · EIN 23-2415973 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,737 | $52,678+102.6% | $75,784+40.8% | $59,633+79.0% |
| Participation rate | 36.7% | 67.2%-30.5pp | 75.8%-39.1pp | 68.7%-31.9pp |
| Annual return | -1.27% | 2.95%-4.2pp | 9.68%-11.0pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,278 | $2,193-41.7% | $3,323-61.5% | $2,203-42.0% |
| Participant deferral / active EE | $2,518 | $2,591-2.8% | $3,652-31.1% | $3,192-21.1% |
| Admin fee / account holder | $1,052 | $3,610-70.9% | $5,300-80.2% | $4,297-75.5% |