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| Provider | Service type | Compensation |
|---|---|---|
ABBEY STREET LLC2 years Service code 27 · EIN 82-4772597 | Advisory (Plan) | $71,137 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,701 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $16,800 |
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 | $97,190 | $106,236-8.5% | $112,263-13.4% | $64,824+49.9% |
| Participation rate | 71.9% | 71.7%+0.2pp | 75.1%-3.2pp | 71.5%+0.4pp |
| Annual return | -14.08% | -6.02%-8.1pp | 27.49%-41.6pp | 32.84%-46.9pp |
| Employer contribution / active EE | $3,022 | $3,167-4.6% | $3,636-16.9% | $2,507+20.5% |
| Participant deferral / active EE | $5,798 | $3,786+53.1% | $4,729+22.6% | $4,311+34.5% |
| Admin fee / account holder | $447 | $452-1.0% | $6,410-93.0% | $188+138.0% |