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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,278 |
HINKLE LAW FIRM1 year Filed as: HINKLE LAW FIRM LLC Service code 29 · EIN 48-1029309 | Legal | $11,752 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,953 | $70,917-32.4% | $98,920-51.5% | $73,493-34.8% |
| Participation rate | 84.9% | 73.8%+11.1pp | 76.0%+8.9pp | 70.7%+14.2pp |
| Annual return | 14.34% | 34.18%-19.8pp | 196.47%-182.1pp | 28.51%-14.2pp |
| Employer contribution / active EE | $186 | $2,037-90.9% | $2,689-93.1% | $2,270-91.8% |
| Participant deferral / active EE | $2,084 | $3,501-40.5% | $4,245-50.9% | $3,740-44.3% |
| Admin fee / account holder | $361 | $535-32.5% | $6,643-94.6% | $513-29.6% |