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| Provider | Service type | Compensation |
|---|---|---|
ADKF1 year Service code 10 · EIN 74-2606559 | Accounting | $23,500 |
VALUE CONSULTING GROUP8 years Filed as: VALUE MANAGEMENT INC Service code 34 310 EAST 46TH ST SUITE 19M · NEW YORK, NY 10017 | Valuation (appraisals, etc.) | $20,481 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 65 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Account Maintenance | $16,900 |
WEAVER LLP1 year Filed as: WEAVER Service code 10 4400 POST OAK PARKWAY, SUITE 300 · HOUSTON, TX 77027 | Accounting | $5,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,844 | $101,653+30.7% | $147,080-9.7% | $74,459+78.4% |
| Participation rate | 94.3% | 75.6%+18.8pp | 82.2%+12.1pp | 67.2%+27.1pp |
| Annual return | -5.43% | 8754.98%-8760.4pp | 420.17%-425.6pp | 1369.70%-1375.1pp |
| Employer contribution / active EE | $22,706 | $3,813+495.4% | $4,933+360.3% | $2,626+764.7% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $346 | $1,752-80.3% | $12,989-97.3% | $1,945-82.2% |