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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Recordkeepi... | $115,287 |
HANSON BRIDGETT LLP1 year Filed as: HANSON FINANCIAL LLC Service code 16 1455 W. OAK STREET · ZIONSVILLE, IN 46077 | Consulting | $9,540 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $209,747 | $55,453+278.2% | $170,435+23.1% | $62,293+236.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.23% | 21.38%-2.1pp | 205.94%-186.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $9,361 | $2,164+332.7% | $5,432+72.3% | $2,042+358.4% |
| Participant deferral / active EE | $6,972 | $2,303+202.8% | $4,939+41.2% | $3,169+120.0% |
| Admin fee / account holder | $661 | $455+45.2% | $13,881-95.2% | $479+37.8% |