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| Provider | Service type | Compensation |
|---|---|---|
CFO4LIFE2 years Filed as: CFO4LIFE GROUP LLC Service code 27 · EIN 20-4413352 | Advisory (Plan) | $81,046 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,409 |
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 | $43,833 | $86,225-49.2% | $146,685-70.1% | $86,813-49.5% |
| Participation rate | 96.0% | 78.0%+18.0pp | 80.1%+15.9pp | 72.3%+23.7pp |
| Annual return | 16.94% | 31.23%-14.3pp | 22.75%-5.8pp | 97.93%-81.0pp |
| Employer contribution / active EE | $1,793 | $2,392-25.0% | $4,137-56.6% | $2,406-25.5% |
| Participant deferral / active EE | $5,262 | $4,245+23.9% | $5,507-4.4% | $4,131+27.4% |
| Admin fee / account holder | $301 | $195+54.3% | $10,281-97.1% | $170+77.7% |