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| Provider | Service type | Compensation |
|---|---|---|
HEARD MCELROY & VESTAL, LLC4 years Filed as: HEARD, MCELROY, & VESTAL Service code 15 · EIN 72-0398470 | Recordkeeping | $47,281 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $20,550 |
Filed as: NW MUTUAL WEALTH MGMT COMPANY Service code 27 · EIN 36-2018056 | Advisory (Plan) | $9,006 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,130 | $175,259-67.4% | $149,723-61.8% | $139,487-59.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 13.49% | 166.82%-153.3pp | 134.50%-121.0pp | 373.84%-360.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $445 | $16,158-97.2% | $13,215-96.6% | $11,407-96.1% |