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| Provider | Service type | Compensation |
|---|---|---|
KRIEG DEVAULT LLP1+ years Service code 29 · EIN 35-1055087 | Legal | $7,411 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,157 | $82,028-59.6% | $123,105-73.1% | $59,633-44.4% |
| Participation rate | 88.2% | 83.2%+5.0pp | 86.8%+1.5pp | 68.7%+19.6pp |
| Annual return | -5.44% | 5.12%-10.6pp | 13.22%-18.7pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $6,158 | $3,297+86.8% | $5,151+19.6% | $2,203+179.6% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,149 | $5,879-80.5% | $9,014-87.3% | $4,297-73.3% |