Filed January 24, 2025
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $225,052 |
SHAW & COMPANY5+ years Service code 16 · EIN 65-0355934 | Consulting | $74,250 |
CLS INVESTMENTS3 years Filed as: CLS Service code 16 · EIN 13-4109249 | Consulting | $57,414 |
CLS INVESTMENTS5+ years Filed as: CLS INVESTMENT FIRM Service code 14 4020 S 147TH STREET · OMAHA, NE 68137 | Plan Administrator | $56,016 |
HOLLAND & KNIGHT4 years Service code 16 · EIN 59-0663819 | Consulting | $55,385 |
Filed as: CHAS R. SMITH ASSOC Service code 16 · EIN 59-2030217 | Consulting | $44,142 |
SC&H ATTEST SERVICES, P.C.2 years Service code 10 · EIN 52-1743645 | Accounting | $44,000 |
LPL FINANCIAL4 years Filed as: ASSET MANAGEMENT - IPA LPL Service code 16 · EIN 46-3118454 | Consulting | $34,236 |
MERCER5+ years Filed as: PAVILION ADVISORY GROUP Service code 27 · EIN 04-4383179 | Advisory (Plan) | $30,000 |
FLORIDA ATLANTIC S.C3 years Filed as: FLORIDA ATLANTIC S.C. Service code 16 · EIN 65-0746602 | Consulting | $26,247 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $319,720 | $101,523+214.9% | $141,200+126.4% | $77,775+311.1% |
| Participation rate | 86.0% | 77.4%+8.7pp | 82.5%+3.6pp | 73.2%+12.8pp |
| Annual return | 25.90% | 56.22%-30.3pp | 71.41%-45.5pp | 32.58%-6.7pp |
| Employer contribution / active EE | $8,248 | $3,341+146.9% | $4,736+74.1% | $2,504+229.4% |
| Participant deferral / active EE | $11,064 | $6,434+72.0% | $6,710+64.9% | $3,966+179.0% |
| Admin fee / account holder | $350 | $92+282.8% | $10,265-96.6% | $100+250.2% |