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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 | $101,672-19.4% | $147,117-44.3% | $74,478+10.1% |
| Participation rate | 92.9% | 75.5%+17.3pp | 82.2%+10.7pp | 67.2%+25.7pp |
| Annual return | 18.14% | 8757.83%-8739.7pp | 420.54%-402.4pp | 1370.56%-1352.4pp |
| Employer contribution / active EE | $5,565 | $3,813+45.9% | $4,932+12.8% | $2,626+111.9% |
| Participant deferral / active EE | $12,648 | $7,305+73.1% | $8,065+56.8% | $4,350+190.7% |
| Admin fee / account holder | $383 | $1,753-78.2% | $12,993-97.1% | $1,946-80.3% |