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| Provider | Service type | Compensation |
|---|---|---|
DARRELL & KING1+ years Service code 27 · EIN 54-1035348 | Advisory (Plan) | $75,654 |
GROSSBERG COMPANY, LLP1+ years Service code 10 · EIN 52-0807134 | Accounting | $20,075 |
VERISIGHT, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,130 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,592 | $57,108+35.9% | $94,229-17.7% | $52,331+48.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 2.90% | 1.47%+1.4pp | 10.68%-7.8pp | 4.54%-1.6pp |
| Employer contribution / active EE | $2,098 | $1,735+20.9% | $3,587-41.5% | $1,882+11.5% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $628 | $546+14.9% | $6,269-90.0% | $592+6.2% |