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| Provider | Service type | Compensation |
|---|---|---|
AVENIR CORPORATION8+ years Service code 51 1775 PENNSYLVANIA AVE NW STE 650 · WASHINGTON, DC 20006 | Investment Mgmt Fees | $117,087 |
Filed as: CIBC PRIVATE WEALTH MANAGEMENT Service code 51 1201 F STREET NW SUITE 900 · WASHINGTON, DC 20004 | Investment Mgmt Fees | $6,062 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $727,921 | $82,674+780.5% | $125,363+480.6% | $68,495+962.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.46% | -5.97%-14.5pp | 572.15%-592.6pp | -7.84%-12.6pp |
| Employer contribution / active EE | $26,180 | $3,382+674.2% | $4,815+443.8% | $2,596+908.3% |
| Participant deferral / active EE | $15,272 | $6,111+149.9% | $7,447+105.1% | $4,028+279.2% |
| Admin fee / account holder | $731 | $6,276-88.4% | $10,005-92.7% | $5,403-86.5% |