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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GIULIANO MILLER & COMPANY LLC Service code 38 2301 E. EVESHAM ROAD · VOORHEES, NJ 08043 | Participant Communication | $65,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,420 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $13,985 |
NOVA 401(K) ASSOCIATES4 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $9,967 |
METZ & ASSOCIATES PLLC1 year Service code 10 9201 N 25TH AVE · PHOENIX, AZ 85021 | Accounting | $5,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,194 | $227,291-89.8% | $214,702-89.2% | $155,188-85.1% |
| Participation rate | 0.0% | 88.0%-88.0pp | 87.5%-87.5pp | 80.8%-80.8pp |
| Annual return | 10.10% | 60.08%-50.0pp | 54.55%-44.5pp | 148.84%-138.7pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,504 | $20,413-92.6% | $19,830-92.4% | $14,480-89.6% |