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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $63,078 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $37,293 |
RWA ADVISORS1 year Filed as: RUBIN WEALTH ADVISORS Service code 99 · EIN 26-4272744 | Other Fees | $27,063 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $456,649 | $102,422+345.8% | $147,117+210.4% | $80,959+464.1% |
| Participation rate | 96.8% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 16.30% | 135.16%-118.9pp | 420.54%-404.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $18,052 | $3,717+385.6% | $4,932+266.0% | $2,757+554.7% |
| Participant deferral / active EE | $14,544 | $6,652+118.6% | $8,065+80.3% | $4,300+238.2% |
| Admin fee / account holder | $608 | $7,953-92.4% | $12,993-95.3% | $6,925-91.2% |