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| Provider | Service type | Compensation |
|---|---|---|
KRIEG DEVAULT LLP3+ years Service code 29 · EIN 35-1055087 | Legal | $7,100 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,527 | $100,060-68.5% | $149,721-78.9% | $70,126-55.0% |
| Participation rate | 91.7% | 83.6%+8.1pp | 87.1%+4.6pp | 69.5%+22.1pp |
| Annual return | -4.51% | 27.46%-32.0pp | 1501.67%-1506.2pp | 73.15%-77.7pp |
| Employer contribution / active EE | $6,285 | $3,661+71.7% | $5,444+15.4% | $2,343+168.3% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,286 | $8,285-84.5% | $11,282-88.6% | $4,645-72.3% |