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| Provider | Service type | Compensation |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT5 years Filed as: FRONTIER WEALTH MGT LLC Service code 26 · EIN 26-0236753 4435 MAIN ST · KANSAS CITY, MO 641111842 | Advisory (Participants) | $30,049 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $786 |
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 | $121,198 | $58,888+105.8% | $178,498-32.1% | $73,493+64.9% |
| Participation rate | 89.7% | 66.2%+23.4pp | 81.9%+7.7pp | 70.7%+19.0pp |
| Annual return | 15.59% | 24.86%-9.3pp | 151.09%-135.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $940 | $2,236-57.9% | $5,011-81.2% | $2,270-58.6% |
| Participant deferral / active EE | $3,510 | $2,568+36.7% | $5,202-32.5% | $3,740-6.1% |
| Admin fee / account holder | $391 | $400-2.3% | $13,985-97.2% | $513-23.7% |