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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 75-2866255 | Consulting | $57,403 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $39,671 |
Service code 27 · EIN 46-1595115 | Advisory (Plan) | $21,563 |
MCCONNELL VALDES LLC3 years Filed as: MCCONNEL & JONES,LLP Service code 10 · EIN 76-0488832 | Accounting | $5,000 |
NATIONAL FINANCIAL SERVICES7 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 | $180,090 | $65,582+174.6% | $64,097+181.0% | $71,529+151.8% |
| Participation rate | 85.2% | 73.2%+12.0pp | 72.3%+12.9pp | 67.9%+17.2pp |
| Annual return | 13.42% | 18.96%-5.5pp | 33.75%-20.3pp | 28.97%-15.6pp |
| Employer contribution / active EE | $7,877 | $2,671+195.0% | $2,750+186.4% | $2,590+204.1% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $472 | $616-23.4% | $3,070-84.6% | $1,588-70.3% |