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| Provider | Service type | Compensation |
|---|---|---|
NARDONE, PRIDGEON & CO, PA2 years Filed as: NARDONE PRIDGEON & COMPANY, P.A. Service code 10 · EIN 52-1707356 | Accounting | $15,000 |
CLF RETIREMENT PLANNING, LLC2 years Service code 49 · EIN 85-3848375 | Other Services | $8,370 |
LPL FINANCIAL1 year Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,069 | $62,409+2.7% | $120,524-46.8% | $74,429-13.9% |
| Participation rate | 100.0% | 56.8%+43.2pp | 71.9%+28.1pp | 67.2%+32.8pp |
| Annual return | 10.84% | 18.62%-7.8pp | 107.36%-96.5pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $2,000 | $1,847+8.3% | $3,469-42.3% | $2,625-23.8% |
| Participant deferral / active EE | $0 | $2,888-100.0% | $4,994-100.0% | $4,348-100.0% |
| Admin fee / account holder | $779 | $2,394-67.5% | $9,440-91.8% | $1,944-59.9% |