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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS6+ years Service code 11 · EIN 43-1317863 | Actuarial | $60,436 |
GPB CORP6+ years Service code 15 · EIN 43-1240518 | Recordkeeping | $29,097 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $25,403 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 43-1489435 | Advisory (Plan) | $13,881 |
Service code 29 · EIN 43-1718339 | Legal | $6,663 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,159 | $77,677+49.5% | $109,173+6.4% | $79,391+46.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 23.95% | 23.44%+0.5pp | 25.75%-1.8pp | 116.88%-92.9pp |
| Employer contribution / active EE | $8,089 | $2,798+189.1% | $3,723+117.3% | $2,428+233.2% |
| Participant deferral / active EE | $949 | $3,517-73.0% | $4,654-79.6% | $4,046-76.5% |
| Admin fee / account holder | $343 | $732-53.2% | $6,755-94.9% | $627-45.3% |