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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,329 |
Service code 49 · EIN 84-4031072 | Other Services | $18,601 |
THE WAGNER LAW GROUP1 year Filed as: WAGNER LAW GROUP Service code 11 | Actuarial | $12,650 |
EVERGREEN ADVISORS, LLC2 years Filed as: EVERGREEN ADVISORS Service code 34 · EIN 52-2212903 | Valuation (appraisals, etc.); Direct ... | $12,000 |
JPM-JDII, LLC2 years Service code 20 · EIN 92-3819895 | Trustee (individual); Direct payment ... | $9,000 |
KEB4 years Service code 10 · EIN 61-1870262 | Accounting | $8,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,279 | $102,317-88.0% | $146,958-91.6% | $80,856-84.8% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.2%+0.3pp | 67.6%+14.9pp |
| Annual return | -30.83% | 134.76%-165.6pp | 418.34%-449.2pp | 35.59%-66.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $374 | $7,941-95.3% | $12,998-97.1% | $6,918-94.6% |