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| Provider | Service type | Compensation |
|---|---|---|
STOKES FAMILY OFFICE LLC3 years Service code 27 · EIN 83-3656874 | Advisory (Plan) | $19,993 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,137 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,981 | $45,602+11.8% | $117,498-56.6% | $66,930-23.8% |
| Participation rate | 50.4% | 57.6%-7.3pp | 70.6%-20.2pp | 69.8%-19.4pp |
| Annual return | -18.51% | -16.74%-1.8pp | 29.75%-48.3pp | 1.57%-20.1pp |
| Employer contribution / active EE | $703 | $1,579-55.5% | $4,178-83.2% | $2,545-72.4% |
| Participant deferral / active EE | $2,603 | $2,845-8.5% | $4,071-36.1% | $4,238-38.6% |
| Admin fee / account holder | $351 | $661-46.8% | $5,646-93.8% | $593-40.8% |