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| Provider | Service type | Compensation |
|---|---|---|
ASHFORD/BERT REAMES2+ years Service code 27 · EIN 59-3431998 | Advisory (Plan) | $73,371 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $38,920 |
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 | $46,797 | $36,916+26.8% | $156,551-70.1% | $57,658-18.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 7.11% | 12.38%-5.3pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $325 | $82+293.4% | $13,028-97.5% | $95+243.3% |