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| Provider | Service type | Compensation |
|---|---|---|
CFO4LIFE5 years Filed as: CFO4LIFE GROUP LLC Service code 27 · EIN 20-4413352 | Advisory (Plan) | $110,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | $63,051 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,420 |
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 | $56,908 | $89,465-36.4% | $164,866-65.5% | $77,671-26.7% |
| Participation rate | 91.4% | 78.6%+12.8pp | 78.6%+12.8pp | 70.6%+20.8pp |
| Annual return | 18.36% | 28.81%-10.4pp | 69.97%-51.6pp | 31.21%-12.8pp |
| Employer contribution / active EE | $3,418 | $2,568+33.1% | $4,343-21.3% | $2,726+25.3% |
| Participant deferral / active EE | $6,875 | $4,897+40.4% | $6,033+14.0% | $4,648+47.9% |
| Admin fee / account holder | $324 | $340-4.6% | $12,689-97.4% | $430-24.7% |