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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 | $101,499+30.9% | $147,005-9.6% | $74,546+78.2% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.2%+12.2pp | 67.2%+27.1pp |
| Annual return | -5.43% | 8732.34%-8737.8pp | 418.76%-424.2pp | 1366.03%-1371.5pp |
| Employer contribution / active EE | $22,706 | $3,811+495.8% | $4,934+360.2% | $2,624+765.2% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $346 | $1,748-80.2% | $13,006-97.3% | $1,944-82.2% |