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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 59-0675658 3399 PONCE DELEON BLVD · CORAL GABLES, FL 33134 | Advisory (Participants) | $84,242 |
WRIGHT INVESTORS SERVICE3 years Filed as: WRIGHT INVESTORS' SERVICE, INC. Service code 27 · EIN 06-1444342 2 CORPORATE DR · SHELTON, CT 06484 | Advisory (Plan) | $84,242 |
Filed as: BENEFIT PLAN ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 36 RHOADS DRIVE · UTICA, NY 10019 | Recordkeeping | $29,585 |
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 | $209,960 | $50,919+312.3% | $155,556+35.0% | $77,762+170.0% |
| Participation rate | 99.1% | 63.1%+36.0pp | 78.2%+20.9pp | 70.6%+28.5pp |
| Annual return | 15.18% | 34.84%-19.7pp | 64.84%-49.7pp | 31.27%-16.1pp |
| Employer contribution / active EE | $3,245 | $1,991+63.0% | $4,675-30.6% | $2,728+19.0% |
| Participant deferral / active EE | $9,029 | $2,824+219.7% | $5,631+60.4% | $4,651+94.1% |
| Admin fee / account holder | $459 | $437+5.1% | $15,885-97.1% | $433+6.1% |