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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 | $88,203-0.6% | $165,100-46.9% | $74,478+17.7% |
| Participation rate | 93.2% | 73.1%+20.1pp | 78.6%+14.6pp | 67.2%+26.0pp |
| Annual return | 12.88% | 17.13%-4.3pp | 70.21%-57.3pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $3,598 | $2,601+38.4% | $4,348-17.2% | $2,626+37.0% |
| Participant deferral / active EE | $5,758 | $4,505+27.8% | $6,035-4.6% | $4,350+32.4% |
| Admin fee / account holder | $300 | $2,235-86.6% | $12,696-97.6% | $1,946-84.6% |