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| Provider | Service type | Compensation |
|---|---|---|
OCTAVIA WEALTH ADVISORS LLC1+ years Filed as: OCTAVIA WEALTH ADVISORS Service code 99 · EIN 84-5016689 | Other Fees | $136,889 |
PURSHE KAPLAN STERLING INV1+ years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 55 80 STATE ST · ALBANY, NY 12207 | Other Commissions | $5,439 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,197 | $44,897+147.7% | $85,063+30.7% | $199,874-44.4% |
| Participation rate | 30.6% | 45.7%-15.2pp | 67.5%-36.9pp | 72.0%-41.5pp |
| Annual return | 27.39% | 20.96%+6.4pp | 66.54%-39.1pp | 34.28%-6.9pp |
| Employer contribution / active EE | $526 | $1,365-61.5% | $2,727-80.7% | $3,036-82.7% |
| Participant deferral / active EE | $2,085 | $2,668-21.9% | $4,523-53.9% | $5,090-59.0% |
| Admin fee / account holder | $503 | $584-13.8% | $6,155-91.8% | $269+87.1% |