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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECREST BLAKEY & ASSOCIATES Service code 26 · EIN 27-0567130 | Advisory (Participants) | $42,743 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,850 |
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 | $81,976 | $101,591-19.3% | $147,096-44.3% | $74,429+10.1% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.2%+10.7pp | 67.2%+25.7pp |
| Annual return | 18.14% | 8746.45%-8728.3pp | 419.75%-401.6pp | 1368.38%-1350.2pp |
| Employer contribution / active EE | $5,565 | $3,813+46.0% | $4,936+12.7% | $2,625+112.0% |
| Participant deferral / active EE | $12,648 | $7,302+73.2% | $8,071+56.7% | $4,348+190.9% |
| Admin fee / account holder | $383 | $1,750-78.1% | $13,005-97.1% | $1,944-80.3% |