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| Provider | Service type | Compensation |
|---|---|---|
NORTHSTAR FIDUCIARY PARTNERS3 years Service code 26 · EIN 30-0132728 | Advisory (Participants) | $6,051 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,324 |
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 | $97,122 | $63,433+53.1% | $63,803+52.2% | $64,097+51.5% |
| Participation rate | 81.0% | 65.0%+15.9pp | 72.7%+8.2pp | 55.2%+25.8pp |
| Annual return | 15.82% | 20.74%-4.9pp | 543.72%-527.9pp | 34.64%-18.8pp |
| Employer contribution / active EE | $4,043 | $2,332+73.4% | $2,532+59.6% | $1,891+113.7% |
| Participant deferral / active EE | $3,280 | $3,119+5.2% | $3,843-14.6% | $3,080+6.5% |
| Admin fee / account holder | $475 | $1,489-68.1% | $5,196-90.9% | $3,454-86.2% |