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| Provider | Service type | Compensation |
|---|---|---|
KRIEG DEVAULT LLP2+ years Service code 29 · EIN 35-1055087 | Legal | $6,285 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,774 | $87,834-59.3% | $133,975-73.3% | $62,881-43.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 87.1%+2.9pp | 69.3%+20.7pp |
| Annual return | -6.60% | 12.05%-18.6pp | 29.29%-35.9pp | 20.14%-26.7pp |
| Employer contribution / active EE | $7,514 | $3,482+115.8% | $5,211+44.2% | $2,281+229.4% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $907 | $5,372-83.1% | $9,324-90.3% | $4,296-78.9% |