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| Provider | Service type | Compensation |
|---|---|---|
VALUE CONSULTING GROUP2 years Filed as: VALUE MANAGEMENT INC Service code 34 310 EAST 46TH ST SUITE 19M · NEW YORK, NY 10017 | Valuation (appraisals, etc.) | $25,597 |
RSM US LLP1 year Filed as: RSM Service code 10 19026 RIDGEWOOD PARKWAY, SUIT 400 · SAN ANTONIO, TX 78259 | Accounting | $14,910 |
CROWE LLP2 years Service code 65 · EIN 35-0921680 | Account Maintenance | $14,228 |
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 | $150,405 | $73,102+105.7% | $123,549+21.7% | $56,287+167.2% |
| Participation rate | 99.1% | 74.3%+24.8pp | 82.3%+16.8pp | 69.9%+29.3pp |
| Annual return | 2.82% | 3.01%-0.2pp | 119.20%-116.4pp | -9.96%+12.8pp |
| Employer contribution / active EE | $17,976 | $2,977+503.8% | $4,628+288.4% | $2,111+751.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $413 | $554-25.5% | $9,284-95.6% | $521-20.8% |