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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP5 years Service code 10 · EIN 22-1478099 | Accounting | $24,675 |
Service code 27 · EIN 58-1989031 | Advisory (Plan) | $17,500 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,845 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,060 |
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 | $87,665 | $88,137-0.5% | $164,975-46.9% | $74,429+17.8% |
| Participation rate | 93.2% | 73.1%+20.1pp | 78.6%+14.6pp | 67.2%+26.0pp |
| Annual return | 12.88% | 17.13%-4.2pp | 70.12%-57.2pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $3,598 | $2,597+38.5% | $4,343-17.1% | $2,625+37.1% |
| Participant deferral / active EE | $5,758 | $4,501+27.9% | $6,033-4.6% | $4,348+32.4% |
| Admin fee / account holder | $300 | $2,231-86.5% | $12,688-97.6% | $1,944-84.5% |