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| Provider | Service type | Compensation |
|---|---|---|
FIRETHORN WEALTH PARTNERS4 years Service code 26 · EIN 82-5466057 | Advisory (Participants) | $36,089 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,627 | $54,193+10.0% | $93,669-36.3% | $77,714-23.3% |
| Participation rate | 32.7% | 63.9%-31.2pp | 68.7%-36.0pp | 70.6%-37.8pp |
| Annual return | 12.12% | 30.54%-18.4pp | 133.59%-121.5pp | 31.26%-19.1pp |
| Employer contribution / active EE | $239 | $1,168-79.5% | $2,424-90.1% | $2,727-91.2% |
| Participant deferral / active EE | $2,655 | $3,144-15.5% | $4,416-39.9% | $4,649-42.9% |
| Admin fee / account holder | $552 | $576-4.0% | $8,291-93.3% | $433+27.5% |