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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUDERS FINANCIAL ADVISORS, LLC Service code 99 · EIN 82-4516448 | Other Fees | $152,779 |
Filed as: HIGHLAND CONSULTING Service code 99 · EIN 34-1753575 | Other Fees | $41,777 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,184 | $122,695-41.2% | $184,185-60.8% | $199,874-63.9% |
| Participation rate | 84.1% | 87.0%-2.8pp | 86.8%-2.7pp | 72.0%+12.1pp |
| Annual return | 40708.55% | 143.93%+40564.6pp | 28.81%+40679.7pp | 34.28%+40674.3pp |
| Employer contribution / active EE | $47 | $4,581-99.0% | $6,426-99.3% | $3,036-98.5% |
| Participant deferral / active EE | $4,293 | $7,983-46.2% | $9,132-53.0% | $5,090-15.7% |
| Admin fee / account holder | $4,128 | $120+3331.0% | $13,909-70.3% | $269+1434.1% |