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| Provider | Service type | Compensation |
|---|---|---|
ASHFORD/BERT REAMES6+ years Service code 27 · EIN 59-3431998 | Advisory (Plan) | $65,599 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $28,884 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,233 | $58,895+5.7% | $178,503-65.1% | $73,497-15.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 8.34% | 24.86%-16.5pp | 151.12%-142.8pp | 28.51%-20.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $373 | $400-6.7% | $13,987-97.3% | $513-27.2% |