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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 28 · EIN 83-3455979 | Investment Management | $42,454 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 | Investment Management | $2,757 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $300 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
THE HARTFORD1 year Filed as: HARTFORD FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
Filed as: JPMORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD FUNDS Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,039 | $83,045-12.0% | $130,045-43.8% | $71,511+2.1% |
| Participation rate | 65.8% | 74.1%-8.4pp | 78.5%-12.7pp | 67.9%-2.2pp |
| Annual return | 15.73% | 20.61%-4.9pp | -137.30%+153.0pp | 28.86%-13.1pp |
| Employer contribution / active EE | $1,198 | $2,623-54.3% | $4,321-72.3% | $2,589-53.7% |
| Participant deferral / active EE | $3,144 | $4,436-29.1% | $5,820-46.0% | $4,291-26.7% |
| Admin fee / account holder | $301 | $1,727-82.5% | $10,600-97.2% | $1,588-81.0% |