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| Provider | Service type | Compensation |
|---|---|---|
HOMRICH BERG1 year Service code 51 3550 LENOX RD, NE 2700 · ATLANTA, GA 30326 | Investment Mgmt Fees | $53,278 |
KISTLER-TIFFANY ADVISORS1 year Filed as: KISTLER TIFFANY Service code 51 920 CASSATT RD, STE 205 · BERWYN, PA 19312 | Investment Mgmt Fees | $50,229 |
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 | $92,236 | $64,176+43.7% | $112,249-17.8% | $66,938+37.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -11.95% | -13.80%+1.8pp | 27.48%-39.4pp | 1.58%-13.5pp |
| Employer contribution / active EE | $6,197 | $3,007+106.1% | $3,636+70.4% | $2,545+143.5% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $602 | $626-3.8% | $6,412-90.6% | $594+1.4% |