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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,353 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $20,573 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $18,000 |
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 | $65,996 | $88,203-25.2% | $165,100-60.0% | $74,478-11.4% |
| Participation rate | 96.0% | 73.1%+22.9pp | 78.6%+17.4pp | 67.2%+28.8pp |
| Annual return | 25.00% | 17.13%+7.9pp | 70.21%-45.2pp | 1370.56%-1345.6pp |
| Employer contribution / active EE | $3,158 | $2,601+21.4% | $4,348-27.4% | $2,626+20.3% |
| Participant deferral / active EE | $8,280 | $4,505+83.8% | $6,035+37.2% | $4,350+90.3% |
| Admin fee / account holder | $329 | $2,235-85.3% | $12,696-97.4% | $1,946-83.1% |