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| Provider | Service type | Compensation |
|---|---|---|
NBC SECURITIES INC2+ years Filed as: NBC SECURITIES, INC. Service code 27 · EIN 63-0923499 | Advisory (Plan) | $33,570 |
SKIBBIE CPA, INC.2+ years Filed as: SKIBBIE CPA INC. Service code 10 41 WHISPERING PINES CT · WINCHESTER, TN 37398 | Accounting | $5,500 |
TRINITY PENSION CONSULTANTS2+ years Service code 17 202 MONTROSE WEST AVE., SUITE 290 · COPLEY, OH 44321 | Pension Consulting | $2,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,065 | $63,314-49.4% | $91,004-64.8% | $62,293-48.5% |
| Participation rate | 97.3% | 73.3%+24.0pp | 75.6%+21.7pp | 69.5%+27.8pp |
| Annual return | 6.63% | 21.00%-14.4pp | 4.60%+2.0pp | 28.90%-22.3pp |
| Employer contribution / active EE | $664 | $1,807-63.3% | $2,456-73.0% | $2,042-67.5% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $344 | $468-26.5% | $5,417-93.7% | $479-28.3% |