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| Provider | Service type | Compensation |
|---|---|---|
MITCHELL & TITUS, LLP1 year Filed as: MITCHEL & TITUS, LLP Service code 15 · EIN 13-2781641 | Recordkeeping | $20,200 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,665 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $10,735 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,174 | $52,450-10.1% | $129,384-63.5% | $74,459-36.6% |
| Participation rate | 82.1% | 53.8%+28.2pp | 69.6%+12.4pp | 67.2%+14.9pp |
| Annual return | 11.62% | 15.65%-4.0pp | 9461.77%-9450.2pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $1,553 | $1,532+1.4% | $4,153-62.6% | $2,626-40.9% |
| Participant deferral / active EE | $3,864 | $2,797+38.1% | $4,166-7.2% | $4,350-11.2% |
| Admin fee / account holder | $353 | $2,636-86.6% | $7,686-95.4% | $1,945-81.8% |