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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $53,478 |
Service code 27 · EIN 46-1595115 | Advisory (Plan) | $43,125 |
Service code 16 · EIN 75-2866255 | Consulting | $34,980 |
MCCONNELL VALDES LLC2 years Filed as: MCCONNEL & JONES,LLP Service code 10 · EIN 76-0488832 | Accounting | $9,500 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $174,452 | $60,989+186.0% | $60,919+186.4% | $66,949+160.6% |
| Participation rate | 95.2% | 74.5%+20.7pp | 73.1%+22.1pp | 69.8%+25.4pp |
| Annual return | -13.31% | -9.60%-3.7pp | 16.96%-30.3pp | 1.57%-14.9pp |
| Employer contribution / active EE | $8,464 | $2,661+218.1% | $2,704+213.0% | $2,545+232.5% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,239-100.0% |
| Admin fee / account holder | $523 | $338+54.4% | $3,228-83.8% | $594-12.0% |