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| Provider | Service type | Compensation |
|---|---|---|
SANCTUARY ADVISORS LLC1 year Filed as: SANCTUARY ADVISORS, LLC Service code 70 250 W. 96TH STREET · INDIANAPOLIS, IN 46260 | Consulting Fees | $38,448 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $38,142 |
Filed as: TWO WEST ADVISORS Service code 70 10975 BENSON DRIVE · OVERLAND PARK, KS 66210 | Consulting Fees | $6,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,031 | $96,486+6.8% | $153,643-32.9% | $77,736+32.5% |
| Participation rate | 58.7% | 81.6%-22.9pp | 77.1%-18.4pp | 70.6%-11.9pp |
| Annual return | 11.45% | 14.44%-3.0pp | 15.71%-4.3pp | 31.26%-19.8pp |
| Employer contribution / active EE | $3,766 | $5,224-27.9% | $5,039-25.3% | $2,728+38.0% |
| Participant deferral / active EE | $4,838 | $6,609-26.8% | $6,754-28.4% | $4,651+4.0% |
| Admin fee / account holder | $365 | $182+100.2% | $12,739-97.1% | $433-15.7% |