Filed October 31, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $80,044 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,638 | $130,294+30.2% | $170,057-0.2% | $71,529+137.2% |
| Participation rate | 98.5% | 86.2%+12.3pp | 87.0%+11.5pp | 67.9%+30.5pp |
| Annual return | 13.61% | 20.36%-6.8pp | 53.42%-39.8pp | 28.97%-15.4pp |
| Employer contribution / active EE | $2,496 | $4,385-43.1% | $6,790-63.2% | $2,590-3.6% |
| Participant deferral / active EE | $9,749 | $6,928+40.7% | $10,411-6.4% | $4,291+127.2% |
| Admin fee / account holder | $584 | $966-39.6% | $12,826-95.4% | $1,588-63.2% |