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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC3 years Filed as: R. PARKER Service code 55 621 BROADWAY · HANNIBAL, MO 63401 | Other Commissions | $20,664 |
Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 132214956 | Directed Trustee | $2,156 |
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 | $36,040 | $58,888-38.8% | $178,498-79.8% | $73,493-51.0% |
| Participation rate | 76.2% | 66.2%+10.0pp | 81.9%-5.7pp | 70.7%+5.5pp |
| Annual return | 12.75% | 24.86%-12.1pp | 151.09%-138.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $2,221 | $2,236-0.7% | $5,011-55.7% | $2,270-2.2% |
| Participant deferral / active EE | $1,484 | $2,568-42.2% | $5,202-71.5% | $3,740-60.3% |
| Admin fee / account holder | $582 | $400+45.3% | $13,985-95.8% | $513+13.4% |