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| Provider | Service type | Compensation |
|---|---|---|
THOMAS BEAL5 years Filed as: THOMAS DOLL Service code 27 · EIN 20-8077927 | Advisory (Plan) | $145,007 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,431 |
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 | $351,503 | $50,860+591.1% | $155,574+125.9% | $77,714+352.3% |
| Participation rate | 97.7% | 63.1%+34.5pp | 78.2%+19.4pp | 70.6%+27.1pp |
| Annual return | 15.08% | 34.86%-19.8pp | 64.87%-49.8pp | 31.26%-16.2pp |
| Employer contribution / active EE | $32,793 | $1,991+1547.3% | $4,676+601.4% | $2,727+1102.6% |
| Participant deferral / active EE | $18,798 | $2,825+565.5% | $5,629+233.9% | $4,649+304.3% |
| Admin fee / account holder | $422 | $436-3.3% | $15,914-97.3% | $433-2.6% |