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| Provider | Service type | Compensation |
|---|---|---|
SMITH & HOWARD, PC1+ years Filed as: SMITH FINANCIAL INVESTMENT ADVISORS Service code 27 1830 S. PLATE STREET · KOKOMO, IN 46902 | Advisory (Plan) | $32,180 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $16,920 |
HUMPHREY CPA GROUP, LLC1+ years Service code 10 · EIN 27-2586621 | Accounting | $5,000 |
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,069 | $57,108-54.4% | $94,229-72.3% | $52,331-50.2% |
| Participation rate | 89.1% | 72.9%+16.2pp | 78.8%+10.3pp | 68.1%+21.0pp |
| Annual return | -0.55% | 1.47%-2.0pp | 10.68%-11.2pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,723 | $1,735-0.7% | $3,587-51.9% | $1,882-8.4% |
| Participant deferral / active EE | $1,269 | $3,040-58.2% | $4,320-70.6% | $3,022-58.0% |
| Admin fee / account holder | $389 | $546-28.8% | $6,269-93.8% | $592-34.2% |