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| Provider | Service type | Compensation |
|---|---|---|
ACUMEN WEALTH ADVISORS1 year Filed as: ACUMEN ADVISORY SERVICES, LLC Service code 27 PO BOX 386 · MUSKEGO, WI 531500386 | Advisory (Plan) | $17,500 |
Service code 34 150 SOUTH FIFTH STREET · MINNEAPOLIS, MN 55402 | Valuation (appraisals, etc.) | $10,000 |
ECP ACCOUNTING, INC2 years Service code 10 100 NW MARTIN LUTHER KING JR. BLVD · EVANSVILLE, IN 47708 | Accounting | $8,000 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 64 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $6,168 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,945 | $102,422-68.8% | $147,117-78.3% | $80,959-60.5% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.7%+27.3pp |
| Annual return | 11.31% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $339 | $7,953-95.7% | $12,993-97.4% | $6,925-95.1% |