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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 1478 STONE POINT DRIVE · ROSEVILLE, CA 95661 | Advisory (Participants) | $29,526 |
WITHUMSMITH+BROWN, PC1 year Filed as: PATTILLO BROWN & HILL Service code 15 · EIN 74-1130599 401 W HWY 6 · WACO, TX 76710 | Recordkeeping | $13,771 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 10 · EIN 27-3169253 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Accounting | $5,905 |
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 | $59,258 | $86,949-31.8% | $102,460-42.2% | $80,959-26.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.92% | 18.89%-3.0pp | 29.47%-13.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $16,571 | $2,370+599.3% | $3,025+447.8% | $2,757+501.0% |
| Participant deferral / active EE | $8,684 | $4,121+110.7% | $5,056+71.8% | $4,300+101.9% |
| Admin fee / account holder | $469 | $8,048-94.2% | $9,460-95.0% | $6,925-93.2% |