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| Provider | Service type | Compensation |
|---|---|---|
ASHFORD/BERT REAMES9+ years Service code 27 · EIN 59-3431998 | Advisory (Plan) | $62,484 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $21,527 |
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.
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 | $69,962 | $61,391+14.0% | $149,723-53.3% | $71,529-2.2% |
| Participation rate | 96.7% | 62.5%+34.2pp | 78.8%+18.0pp | 67.9%+28.8pp |
| Annual return | 12.59% | 35.88%-23.3pp | 134.50%-121.9pp | 28.97%-16.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $464 | $1,264-63.3% | $13,215-96.5% | $1,588-70.8% |