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| Provider | Service type | Compensation |
|---|---|---|
BELLWETHER CONSULTING LLC2 years Filed as: BELLWETHER ADVISORS, LLC Service code 26 · EIN 83-3629267 | Advisory (Participants) | $57,176 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,173 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $27,777 |
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $18,900 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,182 | $91,424+251.3% | $135,942+136.3% | $71,495+349.2% |
| Participation rate | 67.3% | 75.7%-8.3pp | 81.9%-14.6pp | 67.9%-0.6pp |
| Annual return | 24.70% | 29.90%-5.2pp | 68.28%-43.6pp | 28.85%-4.1pp |
| Employer contribution / active EE | $1,816 | $3,704-51.0% | $4,858-62.6% | $2,589-29.9% |
| Participant deferral / active EE | $6,234 | $7,092-12.1% | $7,759-19.7% | $4,291+45.3% |
| Admin fee / account holder | $1,010 | $1,266-20.3% | $10,764-90.6% | $1,588-36.4% |