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| Provider | Service type | Compensation |
|---|---|---|
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 16 · EIN 94-2192581 | Consulting | $35,000 |
RKL LLP1 year Service code 10 · EIN 23-2108173 | Accounting | $7,761 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,840 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $45,062 | $65,378-31.1% | $87,102-48.3% | $65,188-30.9% |
| Participation rate | 98.5% | 75.3%+23.2pp | 76.9%+21.6pp | 70.2%+28.3pp |
| Annual return | 13.04% | 31.28%-18.2pp | 28.19%-15.2pp | 29.38%-16.3pp |
| Employer contribution / active EE | $1,077 | $1,823-40.9% | $2,521-57.3% | $2,177-50.5% |
| Participant deferral / active EE | $1,405 | $3,389-58.5% | $4,048-65.3% | $3,514-60.0% |
| Admin fee / account holder | $315 | $520-39.5% | $7,493-95.8% | $847-62.9% |