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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $65,375 |
ADEPTUS PARTNERS LLC2 years Service code 10 · EIN 20-1835208 | Accounting | $15,000 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,858 | $89,652+240.0% | $141,191+115.9% | $65,185+367.7% |
| Participation rate | 96.6% | 74.7%+21.9pp | 82.5%+14.2pp | 70.2%+26.4pp |
| Annual return | 20.79% | 32.79%-12.0pp | 71.41%-50.6pp | 29.38%-8.6pp |
| Employer contribution / active EE | $5,137 | $3,065+67.6% | $4,736+8.5% | $2,177+136.0% |
| Participant deferral / active EE | $13,277 | $5,691+133.3% | $6,710+97.9% | $3,514+277.8% |
| Admin fee / account holder | $347 | $569-38.9% | $10,264-96.6% | $847-59.0% |