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| Provider | Service type | Compensation |
|---|---|---|
NORTHSTAR FIDUCIARY PARTNERS2 years Service code 26 · EIN 30-0132728 | Advisory (Participants) | $5,437 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,456 |
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 | $89,039 | $69,774+27.6% | $67,575+31.8% | $74,459+19.6% |
| Participation rate | 79.9% | 71.4%+8.5pp | 72.9%+6.9pp | 67.2%+12.6pp |
| Annual return | 13.40% | -40.53%+53.9pp | 3528.98%-3515.6pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $3,862 | $2,710+42.5% | $2,736+41.2% | $2,626+47.1% |
| Participant deferral / active EE | $3,070 | $3,636-15.6% | $4,003-23.3% | $4,350-29.4% |
| Admin fee / account holder | $451 | $890-49.3% | $3,993-88.7% | $1,945-76.8% |