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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $64,394 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,274 |
ABBEY STREET LLC1 year Filed as: ABBEY STREET, LLC Service code 16 · EIN 82-4772597 | Consulting | $16,846 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $12,250 |
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 | $109,130 | $91,517+19.2% | $101,275+7.8% | $73,412+48.7% |
| Participation rate | 83.7% | 73.8%+9.9pp | 75.8%+7.8pp | 72.2%+11.5pp |
| Annual return | 13.98% | 17.17%-3.2pp | 46.48%-32.5pp | 59.30%-45.3pp |
| Employer contribution / active EE | $2,935 | $2,877+2.0% | $3,660-19.8% | $2,234+31.4% |
| Participant deferral / active EE | $5,572 | $3,338+66.9% | $4,371+27.5% | $3,806+46.4% |
| Admin fee / account holder | $445 | $216+106.0% | $5,948-92.5% | $158+181.7% |