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| Provider | Service type | Compensation |
|---|---|---|
EVANSON ASSET MANAGEMENT3+ years Service code 28 3483 GREENFIELD PLACE · CARMEL, CA 93923 | Investment Management | $7,000 |
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 | $746,630 | $55,453+1246.4% | $170,435+338.1% | $62,293+1098.6% |
| Participation rate | 97.6% | 66.4%+31.2pp | 83.6%+14.0pp | 69.5%+28.1pp |
| Annual return | 13.62% | 21.38%-7.8pp | 205.94%-192.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $31,363 | $2,164+1349.5% | $5,432+477.3% | $2,042+1435.7% |
| Participant deferral / active EE | $6,566 | $2,303+185.1% | $4,939+32.9% | $3,169+107.2% |
| Admin fee / account holder | $1,189 | $455+161.2% | $13,881-91.4% | $479+148.0% |