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| Provider | Service type | Compensation |
|---|---|---|
EVANSON ASSET MANAGEMENT6+ years Service code 28 3483 GREENFIELD PLACE · CARMEL, CA 93923 | Investment Management | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $770,828 | $58,895+1208.8% | $178,503+331.8% | $73,497+948.8% |
| Participation rate | 98.7% | 66.2%+32.5pp | 81.9%+16.8pp | 70.7%+28.1pp |
| Annual return | 13.73% | 24.86%-11.1pp | 151.12%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $29,257 | $2,236+1208.6% | $5,011+483.8% | $2,270+1188.8% |
| Participant deferral / active EE | $5,202 | $2,567+102.6% | $5,2020% | $3,740+39.1% |
| Admin fee / account holder | $1,280 | $400+219.8% | $13,987-90.8% | $513+149.6% |