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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON1 year Filed as: REHMANN LLC Service code 10 · EIN 38-3567911 | Accounting | $53,407 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,569 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,416 |
Filed as: FENNER MELSTROM & DOOLING PLC (FMD Service code 10 · EIN 38-1402622 | Accounting | $8,700 |
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 | $163,164 | $61,166+166.8% | $185,849-12.2% | $79,391+105.5% |
| Participation rate | 91.4% | 66.6%+24.8pp | 81.7%+9.7pp | 70.7%+20.7pp |
| Annual return | 14.09% | 19.45%-5.4pp | 122.10%-108.0pp | 116.88%-102.8pp |
| Employer contribution / active EE | $6,014 | $2,321+159.1% | $5,169+16.4% | $2,428+147.7% |
| Participant deferral / active EE | $5,939 | $2,789+113.0% | $5,569+6.6% | $4,046+46.8% |
| Admin fee / account holder | $309 | $710-56.5% | $16,244-98.1% | $627-50.8% |