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| Provider | Service type | Compensation |
|---|---|---|
APPLE GROWTH PARTNERS1+ years Service code 34 · EIN 34-1082617 | Valuation (appraisals, etc.) | $103,620 |
Service code 25 · EIN 46-6402532 PO BOX 1125 · MICHIGAN CITY, IN 46360 | Directed Trustee | $62,628 |
WALDHEGER, COYNE CO., LPA1+ years Filed as: WALDHEGER COYNE Service code 29 · EIN 38-1357951 | Legal | $40,803 |
Service code 29 · EIN 23-2483825 | Legal | $22,532 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,535 | $69,305+105.7% | $82,312+73.2% | $69,631+104.7% |
| Participation rate | 99.4% | 80.3%+19.2pp | 76.9%+22.5pp | 70.7%+28.7pp |
| Annual return | 99.15% | 21.47%+77.7pp | 25.88%+73.3pp | 27571.02%-27471.9pp |
| Employer contribution / active EE | $3,223 | $1,887+70.8% | $2,428+32.7% | $2,032+58.6% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $479 | $97+392.9% | $5,608-91.5% | $110+333.7% |