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| Provider | Service type | Compensation |
|---|---|---|
HBK CPAS & CONSULTANTS1+ years Filed as: HBK SORCE FINANCIAL Service code 27 · EIN 34-1925728 | Advisory (Plan) | $29,913 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $20,732 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,987 | $54,320+21.5% | $67,652-2.5% | $52,331+26.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -0.75% | 6.81%-7.6pp | 6625.40%-6626.1pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,745 | $1,544+13.1% | $2,266-23.0% | $1,882-7.2% |
| Participant deferral / active EE | $3,178 | $2,950+7.7% | $3,560-10.7% | $3,022+5.2% |
| Admin fee / account holder | $390 | $527-26.0% | $4,821-91.9% | $592-34.1% |