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| Provider | Service type | Compensation |
|---|---|---|
GWN SECURITIES, INC2 years Filed as: GWN SECURITIES Service code 15 · EIN 65-0939556 | Recordkeeping | $67,402 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES, LLC Service code 60 · EIN 74-2715820 | Sub-TA Fees | $44,186 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 15 · EIN 31-1332744 | Recordkeeping | $13,859 |
Filed as: RELIASTAR LIFE INSURANCE Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $7,285 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,711 | $60,393-30.9% | $81,820-49.0% | $74,429-44.0% |
| Participation rate | 97.3% | 62.9%+34.4pp | 72.4%+24.9pp | 67.2%+30.1pp |
| Annual return | 10.00% | 16.89%-6.9pp | 777.93%-767.9pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $2,811 | $2,626+7.0% | $2,915-3.6% | $2,625+7.1% |
| Participant deferral / active EE | $2,728 | $3,397-19.7% | $4,323-36.9% | $4,348-37.3% |
| Admin fee / account holder | $329 | $1,491-77.9% | $7,391-95.6% | $1,944-83.1% |