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| Provider | Service type | Compensation |
|---|---|---|
NOVAK BIRKS, P.C.4 years Service code 10 · EIN 43-1122456 | Accounting | $26,228 |
NEOSHO ADVISORS LLC5+ years Service code 27 · EIN 26-4141994 | Advisory (Plan) | $18,000 |
US BANK5+ years Service code 33 · EIN 31-0841368 | Securities brokerage | $8,526 |
Filed as: CBIZ BENEFITS & INS DBA CBIZ RPS Service code 15 · EIN 31-1582098 | Recordkeeping | $5,550 |
Filed as: TRAVELERS Service code 23 · EIN 06-0876835 | Insurance services | $5,283 |
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 | $77,198 | $46,722+65.2% | $130,660-40.9% | $65,185+18.4% |
| Participation rate | 100.0% | 60.9%+39.1pp | 71.7%+28.3pp | 70.2%+29.8pp |
| Annual return | 18.95% | 24.17%-5.2pp | 1709.29%-1690.3pp | 29.38%-10.4pp |
| Employer contribution / active EE | $4,268 | $1,488+186.9% | $4,092+4.3% | $2,177+96.1% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $351 | $453-22.6% | $5,463-93.6% | $847-58.6% |