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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: R. PARKER Service code 55 621 BROADWAY · HANNIBAL, MO 63401 | Other Commissions | $15,438 |
Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 132214956 | Directed Trustee | $308 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,136 | $47,977-39.3% | $154,114-81.1% | $56,287-48.2% |
| Participation rate | 77.2% | 66.2%+11.0pp | 83.0%-5.9pp | 69.9%+7.3pp |
| Annual return | -5.04% | 3.54%-8.6pp | 735.16%-740.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,126 | $2,169-2.0% | $5,298-59.9% | $2,111+0.7% |
| Participant deferral / active EE | $1,305 | $2,392-45.5% | $5,081-74.3% | $3,350-61.1% |
| Admin fee / account holder | $439 | $438+0.3% | $13,411-96.7% | $521-15.6% |