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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $20,670 |
WMG FINANCIAL ADVISORS2 years Service code 28 · EIN 20-1971280 | Investment Management | $18,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,146 | $50,199+9.9% | $69,884-21.1% | $66,938-17.6% |
| Participation rate | 53.5% | 66.3%-12.8pp | 70.5%-16.9pp | 69.8%-16.3pp |
| Annual return | -18.23% | -13.85%-4.4pp | 190.81%-209.0pp | 1.58%-19.8pp |
| Employer contribution / active EE | $669 | $1,864-64.1% | $2,560-73.9% | $2,545-73.7% |
| Participant deferral / active EE | $2,398 | $3,112-23.0% | $3,848-37.7% | $4,238-43.4% |
| Admin fee / account holder | $486 | $600-18.9% | $6,266-92.2% | $594-18.0% |