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| Provider | Service type | Compensation |
|---|---|---|
DELTA CAPITAL MANAGEMENT LLC3 years Service code 27 698 N MAITLAND AVE STE 201 · MAITLAND, FL 32751 | Advisory (Plan) | $25,652 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,615 |
Filed as: SOUTEASTERN EMPLOYEE BENEFIT SERVIC Service code 13 · EIN 20-5923747 1175 JOHN STREET · W. HENRIETTA, NY 14586 | Contract Administrator | $850 |
Filed as: ADVISED ASSETS GROUP Service code 28 | Investment Management | $723 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $79,531 | $104,482-23.9% | $159,455-50.1% | $79,393+0.2% |
| Participation rate | 72.2% | 76.6%-4.4pp | 82.8%-10.6pp | 70.7%+1.5pp |
| Annual return | 17.96% | 67.96%-50.0pp | 263.63%-245.7pp | 116.87%-98.9pp |
| Employer contribution / active EE | $1,565 | $3,416-54.2% | $4,830-67.6% | $2,428-35.5% |
| Participant deferral / active EE | $4,263 | $6,467-34.1% | $7,353-42.0% | $4,046+5.4% |
| Admin fee / account holder | $417 | $711-41.3% | $10,800-96.1% | $627-33.4% |