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| Provider | Service type | Compensation |
|---|---|---|
NOVAK BIRKS, P.C.3 years Service code 10 · EIN 43-1122456 | Accounting | $32,435 |
NEOSHO ADVISORS LLC4+ years Service code 27 · EIN 26-4141994 | Advisory (Plan) | $24,000 |
US BANK4+ years Service code 33 · EIN 31-0841368 | Securities brokerage | $8,258 |
Filed as: CBIZ BENEFITS & INS DBA CBIZ COTTON Service code 15 · EIN 31-1582098 | Recordkeeping | $7,550 |
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 | $67,626 | $44,221+52.9% | $121,220-44.2% | $56,289+20.1% |
| Participation rate | 97.4% | 61.1%+36.4pp | 71.8%+25.7pp | 69.9%+27.6pp |
| Annual return | -7.04% | -3.58%-3.5pp | 16.94%-24.0pp | -9.96%+2.9pp |
| Employer contribution / active EE | $4,891 | $1,480+230.5% | $4,023+21.6% | $2,111+131.7% |
| Participant deferral / active EE | $0 | $2,521-100.0% | $3,345-100.0% | $3,350-100.0% |
| Admin fee / account holder | $414 | $480-13.8% | $5,021-91.8% | $521-20.6% |