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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC4 years Filed as: ADAMSBROWN WEALTH CONSULTANTS Service code 26 · EIN 84-3726120 | Advisory (Participants) | $16,162 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,899 | $49,915+22.0% | $154,803-60.7% | $74,304-18.0% |
| Participation rate | 65.4% | 54.0%+11.4pp | 78.1%-12.7pp | 60.3%+5.0pp |
| Annual return | 11.15% | 34.06%-22.9pp | 58.88%-47.7pp | 29.43%-18.3pp |
| Employer contribution / active EE | $1,265 | $1,611-21.5% | $4,305-70.6% | $2,241-43.6% |
| Participant deferral / active EE | $2,962 | $2,255+31.4% | $5,540-46.5% | $3,767-21.4% |
| Admin fee / account holder | $45 | $2,189-97.9% | $14,329-99.7% | $2,969-98.5% |