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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $58,718 |
Service code 27 · EIN 46-1595115 | Advisory (Plan) | $51,225 |
Service code 16 · EIN 75-2866255 | Consulting | $24,300 |
MCCONNELL VALDES LLC1 year Filed as: MCCONNEL & JONES,LLP Service code 10 · EIN 76-0488832 | Accounting | $13,865 |
NATIONAL FINANCIAL SERVICES5 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,478 | $74,706+189.8% | $75,731+185.9% | $79,389+172.7% |
| Participation rate | 97.8% | 75.3%+22.5pp | 74.8%+23.0pp | 70.7%+27.1pp |
| Annual return | 12.85% | 18.52%-5.7pp | 104.65%-91.8pp | 116.89%-104.0pp |
| Employer contribution / active EE | $8,982 | $2,590+246.8% | $2,743+227.5% | $2,428+270.0% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,820-100.0% | $4,046-100.0% |
| Admin fee / account holder | $559 | $374+49.2% | $3,620-84.6% | $626-10.8% |