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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PERSHING ADVISORS SOLUTION Service code 51 · EIN 13-2741729 | Investment Mgmt Fees | $59,794 |
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 | $90,676 | $69,383+30.7% | $101,275-10.5% | $73,497+23.4% |
| Participation rate | 74.4% | 68.4%+6.1pp | 75.8%-1.4pp | 70.7%+3.8pp |
| Annual return | 10.06% | 18.46%-8.4pp | 46.48%-36.4pp | 28.51%-18.5pp |
| Employer contribution / active EE | $3,194 | $2,628+21.5% | $3,660-12.7% | $2,270+40.7% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $516 | $704-26.7% | $5,948-91.3% | $513+0.5% |