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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,536 | $88,672+176.9% | $105,223+133.3% | $82,448+197.8% |
| Participation rate | 92.9% | 67.9%+24.9pp | 75.0%+17.8pp | 68.1%+24.8pp |
| Annual return | 8.55% | 30.86%-22.3pp | 180.65%-172.1pp | 41.64%-33.1pp |
| Employer contribution / active EE | $10,714 | $3,048+251.5% | $3,689+190.5% | $2,551+320.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $597 | $7,146-91.6% | $8,859-93.3% | $7,234-91.7% |