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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $59,846 |
FUST CHARLES CHAMBERS LLP2 years Service code 99 5784 WIDEWATERS PKWY · SYRACUSE, NY 13214 | Other Fees | $13,130 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,195 | $91,439+109.1% | $135,974+40.6% | $71,511+167.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 17.63% | 29.90%-12.3pp | 68.30%-50.7pp | 28.86%-11.2pp |
| Employer contribution / active EE | $6,621 | $3,705+78.7% | $4,859+36.3% | $2,589+155.7% |
| Participant deferral / active EE | $9,314 | $7,093+31.3% | $7,760+20.0% | $4,291+117.1% |
| Admin fee / account holder | $388 | $1,267-69.4% | $10,767-96.4% | $1,588-75.6% |