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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS4 years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $7,079 |
Service code 15 · EIN 20-4006400 | Recordkeeping | $4,422 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,285 | $110,801-62.7% | $86,615-52.3% | $167,536-75.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 8.94% | 116.96%-108.0pp | 63.51%-54.6pp | 478.82%-469.9pp |
| Employer contribution / active EE | $6,353 | $3,245+95.8% | $2,496+154.5% | $4,839+31.3% |
| Participant deferral / active EE | $38,675 | $4,547+750.6% | $3,699+945.5% | $6,342+509.8% |
| Admin fee / account holder | $435 | $8,417-94.8% | $5,830-92.5% | $12,315-96.5% |