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| Provider | Service type | Compensation |
|---|---|---|
LAWING FINANCIAL2 years Filed as: LAWING FINANCIAL ASSOCIATES, INC. Service code 16 · EIN 48-1188446 | Consulting | $109,437 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $96,617 |
WOODARD INSURANCE, LLP3+ years Service code 16 · EIN 75-2108200 | Consulting | $30,000 |
TAYLOR & ASSOCIATES2 years Service code 10 · EIN 75-2795393 | Accounting | $15,000 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,760 | $46,173+59.7% | $170,435-56.7% | $69,631+5.9% |
| Participation rate | 83.4% | 63.9%+19.5pp | 83.6%-0.2pp | 70.7%+12.7pp |
| Annual return | 16.53% | 21.62%-5.1pp | 205.94%-189.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $680 | $1,610-57.7% | $5,432-87.5% | $2,032-66.5% |
| Participant deferral / active EE | $5,524 | $2,080+165.5% | $4,939+11.8% | $3,224+71.4% |
| Admin fee / account holder | $347 | $116+199.0% | $13,881-97.5% | $110+214.0% |