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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 | $50,902+590.5% | $155,534+126.0% | $77,736+352.2% |
| Participation rate | 97.7% | 63.1%+34.6pp | 78.2%+19.4pp | 70.6%+27.1pp |
| Annual return | 15.08% | 34.85%-19.8pp | 64.92%-49.8pp | 31.26%-16.2pp |
| Employer contribution / active EE | $32,793 | $1,991+1546.7% | $4,675+601.5% | $2,728+1102.2% |
| Participant deferral / active EE | $18,798 | $2,824+565.6% | $5,630+233.9% | $4,651+304.2% |
| Admin fee / account holder | $422 | $437-3.4% | $15,900-97.3% | $433-2.6% |