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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-4238973 | Recordkeeping | $92,040 |
ENNIS, PELLUM & ASSOCIATES2 years Service code 10 · EIN 59-1843700 | Accounting | $30,000 |
ROBERT DUNNIGAN1 year Filed as: ROBERT DURRIGAN Service code 20 · EIN 06-1488384 | Trustee (individual) | $10,000 |
BVI4+ years Service code 34 · EIN 59-3137254 | Valuation (appraisals, etc.) | $7,469 |
MOORE & VAN ALLEN PLLC3 years Service code 29 · EIN 56-0559307 | Legal | $5,955 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,763 | $33,067-73.5% | $76,518-88.5% | $56,289-84.4% |
| Participation rate | 83.3% | 55.4%+27.9pp | 68.0%+15.3pp | 69.9%+13.5pp |
| Annual return | 6.69% | 2.72%+4.0pp | -0.27%+7.0pp | -9.96%+16.6pp |
| Employer contribution / active EE | $1,512 | $1,200+26.0% | $2,647-42.9% | $2,111-28.4% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,836-100.0% | $3,350-100.0% |
| Admin fee / account holder | $305 | $537-43.3% | $4,849-93.7% | $521-41.5% |