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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $43,391 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,611 |
RUBINBROWN LLP8 years Service code 10 · EIN 43-0765316 | Accounting | $11,800 |
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 | $117,090 | $83,090+40.9% | $130,062-10.0% | $71,529+63.7% |
| Participation rate | 95.5% | 74.1%+21.4pp | 78.5%+17.0pp | 67.9%+27.6pp |
| Annual return | 17.44% | 20.61%-3.2pp | -137.37%+154.8pp | 28.97%-11.5pp |
| Employer contribution / active EE | $3,000 | $2,624+14.3% | $4,322-30.6% | $2,590+15.8% |
| Participant deferral / active EE | $7,696 | $4,436+73.5% | $5,821+32.2% | $4,291+79.3% |
| Admin fee / account holder | $319 | $1,727-81.5% | $10,601-97.0% | $1,588-79.9% |