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| Provider | Service type | Compensation |
|---|---|---|
ASHFORD/BERT REAMES7+ years Service code 27 · EIN 59-3431998 | Advisory (Plan) | $73,890 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $37,711 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,766 | $61,172+17.3% | $185,851-61.4% | $79,389-9.6% |
| Participation rate | 89.9% | 66.6%+23.3pp | 81.7%+8.2pp | 70.7%+19.2pp |
| Annual return | 15.58% | 19.45%-3.9pp | 122.11%-106.5pp | 116.89%-101.3pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $473 | $710-33.4% | $16,245-97.1% | $626-24.5% |