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| Provider | Service type | Compensation |
|---|---|---|
ASHFORD/BERT REAMES1+ years Service code 27 · EIN 59-3431998 | Advisory (Plan) | $84,103 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $43,695 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $43,209 | $37,117+16.4% | $147,617-70.7% | $55,191-21.7% |
| Participation rate | 89.1% | 63.6%+25.5pp | 84.6%+4.5pp | 69.2%+20.0pp |
| Annual return | 0.47% | 3.44%-3.0pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $341 | $86+298.3% | $11,612-97.1% | $91+275.4% |