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| Provider | Service type | Compensation |
|---|---|---|
CFO4LIFE4 years Filed as: CFO4LIFE GROUP LLC Service code 27 · EIN 20-4413352 | Advisory (Plan) | $90,065 |
Service code 37 · EIN 04-2647786 | Loan Processing | $60,965 |
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 | $49,553 | $91,372-45.8% | $130,045-61.9% | $74,460-33.4% |
| Participation rate | 96.5% | 77.8%+18.8pp | 78.5%+18.0pp | 70.7%+25.8pp |
| Annual return | 20.95% | 23.21%-2.3pp | -137.30%+158.3pp | 34.38%-13.4pp |
| Employer contribution / active EE | $3,590 | $2,563+40.0% | $4,321-16.9% | $2,638+36.1% |
| Participant deferral / active EE | $6,976 | $4,721+47.8% | $5,820+19.9% | $4,530+54.0% |
| Admin fee / account holder | $309 | $283+9.1% | $10,600-97.1% | $348-11.1% |