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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROLAND CRISS & WILLIAMS INC. Service code 27 · EIN 75-2866255 | Advisory (Plan) | $19,344 |
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $18,419 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $17,684 |
Filed as: ROLAND CRISS INVESTMENT RESEARCH LL Service code 27 · EIN 46-1595115 | Advisory (Plan) | $10,781 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $152,041 | $84,948+79.0% | $70,494+115.7% | $73,412+107.1% |
| Participation rate | 29.2% | 79.9%-50.8pp | 75.1%-45.9pp | 72.2%-43.0pp |
| Annual return | 13.85% | 13.39%+0.5pp | 109.16%-95.3pp | 59.30%-45.4pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,738-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,990 | $3,387-11.7% | $3,711-19.4% | $3,806-21.4% |
| Admin fee / account holder | $518 | $98+428.1% | $3,848-86.5% | $158+228.2% |