Filed October 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 1230 PEACHTREE STREET NE · ATLANTA, GA 30309 | Accounting | $9,326 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $3,790 |
Filed as: MASSACHUSETTS MUTAL LIFE INSUR. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,860 |
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 | $92,249 | $80,177+15.1% | $123,894-25.5% | $57,658+60.0% |
| Participation rate | 72.3% | 74.4%-2.2pp | 81.4%-9.2pp | 70.2%+2.0pp |
| Annual return | 7.21% | 17.90%-10.7pp | 47.52%-40.3pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,028 | $2,913-64.7% | $4,617-77.7% | $1,974-47.9% |
| Participant deferral / active EE | $5,698 | $5,130+11.1% | $5,984-4.8% | $3,061+86.2% |
| Admin fee / account holder | $49 | $106-53.7% | $8,357-99.4% | $95-47.9% |