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| Provider | Service type | Compensation |
|---|---|---|
ACCLARO VALUATION ADVISORS7 years Filed as: ACCLARO Service code 34 · EIN 46-0553969 | Valuation (appraisals, etc.); Direct ... | $12,500 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 64 · EIN 13-4238973 | Recordkeeping Fees | $10,910 |
ALTURAS4 years Service code 25 · EIN 85-1035888 | Directed Trustee | $8,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,069 | $86,922-27.4% | $102,438-38.4% | $80,874-22.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 4.51% | 18.90%-14.4pp | 29.37%-24.9pp | 35.62%-31.1pp |
| Employer contribution / active EE | $6,400 | $2,369+170.1% | $3,024+111.7% | $2,756+132.3% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $341 | $8,050-95.8% | $9,448-96.4% | $6,935-95.1% |