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| Provider | Service type | Compensation |
|---|---|---|
JAMISON MONEY FARMER PC10+ years Filed as: JAMISON MONEY FARMER Service code 10 · EIN 63-0933119 | Accounting | $31,000 |
Filed as: WILLAMETTE MANAGMENT Service code 15 · EIN 93-0577822 | Recordkeeping | $25,194 |
REGIONS BANK1 year Service code 28 · EIN 63-0371391 | Investment Management | $5,800 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,536 | $89,753+173.6% | $107,525+128.4% | $84,808+189.5% |
| Participation rate | 92.9% | 68.1%+24.8pp | 75.1%+17.8pp | 68.3%+24.5pp |
| Annual return | 8.55% | 29.48%-20.9pp | 181.32%-172.8pp | 40.90%-32.3pp |
| Employer contribution / active EE | $10,714 | $3,113+244.1% | $3,754+185.4% | $2,631+307.2% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $597 | $7,222-91.7% | $8,919-93.3% | $7,344-91.9% |