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| Provider | Service type | Compensation |
|---|---|---|
ASHFORD/BERT REAMES5+ years Service code 27 · EIN 59-3431998 | Advisory (Plan) | $64,357 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $38,970 |
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 | $58,455 | $52,967+10.4% | $172,753-66.2% | $65,186-10.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 18.44% | 30.12%-11.7pp | 803.00%-784.6pp | 29.39%-10.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $369 | $472-21.8% | $13,956-97.4% | $847-56.4% |