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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BERMAN MCALEER, LLC Service code 26 9690 DEERECO ROAD SUITE 800 · TIMONIUM, MD 21093 | Advisory (Participants) | $20,267 |
SEI INVESTMENTS1 year Filed as: SEI PRIVATE TRUST COMPANY Service code 26 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Participants) | $20,212 |
Service code 13 · EIN 52-0909772 1 NORTH PARK DRIVE - SUITE 104 · HUNT VALLEY, MD 21030 | Contract Administrator | $1,000 |
ASCENSUS LLC1 year Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $615 |
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 | $277,279 | $85,171+225.6% | $172,753+60.5% | $72,976+280.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.12% | 27.32%-10.2pp | 803.00%-785.9pp | 81.02%-63.9pp |
| Employer contribution / active EE | $7,671 | $3,324+130.8% | $5,144+49.1% | $2,440+214.4% |
| Participant deferral / active EE | $4,956 | $3,260+52.0% | $5,198-4.6% | $3,608+37.4% |
| Admin fee / account holder | $571 | $5,880-90.3% | $13,956-95.9% | $5,124-88.9% |