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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,389 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $16,011 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,836 |
GRAYROBINSON PA1 year Filed as: GRAYROBINSON, P.A. Service code 29 · EIN 59-1300132 | Legal | $8,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,046 | $101,591+91.0% | $147,096+31.9% | $74,429+160.7% |
| Participation rate | 94.5% | 75.5%+19.0pp | 82.2%+12.4pp | 67.2%+27.3pp |
| Annual return | 11.79% | 8746.45%-8734.7pp | 419.75%-408.0pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $7,118 | $3,813+86.7% | $4,936+44.2% | $2,625+171.2% |
| Participant deferral / active EE | $9,710 | $7,302+33.0% | $8,071+20.3% | $4,348+123.3% |
| Admin fee / account holder | $520 | $1,750-70.3% | $13,005-96.0% | $1,944-73.3% |