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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,610 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT WEALTH MANAGEMENT LL Service code 28 · EIN 62-1752578 | Investment Management | $21,715 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $60,326 | $58,493+3.1% | $84,023-28.2% | $72,976-17.3% |
| Participation rate | 81.7% | 61.2%+20.5pp | 69.0%+12.7pp | 69.5%+12.2pp |
| Annual return | 21.04% | 28.93%-7.9pp | 71.32%-50.3pp | 81.02%-60.0pp |
| Employer contribution / active EE | $6,713 | $1,163+477.2% | $1,984+238.4% | $2,440+175.1% |
| Participant deferral / active EE | $3,927 | $2,394+64.1% | $3,239+21.2% | $3,608+8.9% |
| Admin fee / account holder | $351 | $4,569-92.3% | $6,102-94.3% | $5,124-93.2% |