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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SYM FINANCIAL ADVISORS Service code 26 · EIN 35-1550787 | Advisory (Participants) | $48,876 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $9,385 |
ATM & COMPANY CPAS2 years Service code 10 · EIN 05-0528051 | Accounting | $7,800 |
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 | $140,570 | $61,391+129.0% | $149,723-6.1% | $71,529+96.5% |
| Participation rate | 95.8% | 62.5%+33.3pp | 78.8%+17.0pp | 67.9%+27.9pp |
| Annual return | 15.35% | 35.88%-20.5pp | 134.50%-119.1pp | 28.97%-13.6pp |
| Employer contribution / active EE | $1,556 | $2,384-34.7% | $4,821-67.7% | $2,590-39.9% |
| Participant deferral / active EE | $5,335 | $2,921+82.6% | $5,682-6.1% | $4,291+24.3% |
| Admin fee / account holder | $529 | $1,264-58.2% | $13,215-96.0% | $1,588-66.7% |