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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 26-3820649 | Investment Management | $45,768 |
PALLADIUM PARTNERS8+ years Service code 28 · EIN 26-3820649 | Investment Management | $30,073 |
CERITY PARTNERS1 year Service code 28 · EIN 27-1180831 | Investment Management | $27,033 |
Service code 28 · EIN 54-1832175 | Investment Management | $11,426 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,168 | $65,092+245.9% | $143,799+56.6% | $66,938+236.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.90% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $6,269 | $2,362+165.5% | $4,952+26.6% | $2,545+146.3% |
| Participant deferral / active EE | $16,219 | $2,920+455.4% | $5,638+187.7% | $4,238+282.7% |
| Admin fee / account holder | $651 | $502+29.6% | $14,677-95.6% | $594+9.7% |