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| Provider | Service type | Compensation |
|---|---|---|
BUTTONWOOD WEALTH, LLC1 year Filed as: BUTTONWOOD WEALTH LLC Service code 27 · EIN 83-0889263 | Advisory (Plan) | $14,681 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253573 | Claims processing; Recordkeeping and ... | $14,265 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $11,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,596 | $45,123+18.8% | $85,240-37.1% | $74,478-28.0% |
| Participation rate | 30.2% | 49.4%-19.2pp | 67.5%-37.4pp | 67.2%-37.1pp |
| Annual return | 10.53% | 26.32%-15.8pp | 66.75%-56.2pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $631 | $1,459-56.7% | $2,735-76.9% | $2,626-76.0% |
| Participant deferral / active EE | $1,133 | $2,736-58.6% | $4,527-75.0% | $4,350-74.0% |
| Admin fee / account holder | $356 | $2,215-83.9% | $6,165-94.2% | $1,946-81.7% |