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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $84,901 |
Service code 27 · EIN 46-1028567 | Advisory (Plan) | $54,000 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 13-4193975 | Indirect Investment Fees | $0 |
DAVIS4 years Service code 52 · EIN 36-2926440 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
GOLDMAN SACHS4 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
THE HARTFORD4 years Filed as: HARTFORD HLS Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,073 | $99,957+222.2% | $149,730+115.1% | $73,493+338.2% |
| Participation rate | 90.6% | 75.7%+14.9pp | 82.5%+8.1pp | 70.7%+19.9pp |
| Annual return | 15.85% | 53.87%-38.0pp | 276.70%-260.9pp | 28.51%-12.7pp |
| Employer contribution / active EE | $4,095 | $3,191+28.3% | $4,645-11.8% | $2,270+80.4% |
| Participant deferral / active EE | $10,886 | $6,073+79.3% | $6,843+59.1% | $3,740+191.1% |
| Admin fee / account holder | $361 | $551-34.4% | $9,310-96.1% | $513-29.6% |