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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,476 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $53,994 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $15,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,628 | $82,979-58.3% | $102,412-66.2% | $77,736-55.5% |
| Participation rate | 95.3% | 71.5%+23.8pp | 74.5%+20.8pp | 70.6%+24.7pp |
| Annual return | 19.80% | 19.11%+0.7pp | 24.94%-5.1pp | 31.26%-11.5pp |
| Employer contribution / active EE | $3,467 | $3,554-2.4% | $3,870-10.4% | $2,728+27.1% |
| Participant deferral / active EE | $11,426 | $4,109+178.1% | $5,060+125.8% | $4,651+145.7% |
| Admin fee / account holder | $333 | $639-47.8% | $8,388-96.0% | $433-23.1% |