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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT METRICS INC2 years Service code 27 · EIN 45-2984270 | Advisory (Plan) | $60,061 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,825 |
Employer 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 | $198,072 | $98,982+100.1% | $162,177+22.1% | $65,185+203.9% |
| Participation rate | 80.2% | 85.8%-5.6pp | 87.6%-7.4pp | 70.2%+10.0pp |
| Annual return | 4.35% | 24.84%-20.5pp | 115.60%-111.3pp | 29.38%-25.0pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $14,013 | $5,384+160.3% | $7,297+92.0% | $3,514+298.8% |
| Admin fee / account holder | $471 | $596-21.0% | $10,843-95.7% | $847-44.4% |