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| Provider | Service type | Compensation |
|---|---|---|
TREK FINANCIAL LLC2 years Service code 99 · EIN 82-3738447 | Other Fees | $48,076 |
Service code 99 · EIN 68-0567456 6720 N SCOTTSDALE RD · SCOTTSDALE, AZ 85253 | Other Fees | $22,190 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,396 | $55,472+144.1% | $155,567-13.0% | $74,546+81.6% |
| Participation rate | 99.4% | 61.9%+37.5pp | 78.2%+21.2pp | 67.2%+32.2pp |
| Annual return | 15.25% | 268.72%-253.5pp | 64.74%-49.5pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $6,765 | $2,269+198.2% | $4,674+44.7% | $2,624+157.8% |
| Participant deferral / active EE | $5,697 | $2,838+100.7% | $5,628+1.2% | $4,347+31.0% |
| Admin fee / account holder | $376 | $1,743-78.4% | $15,916-97.6% | $1,944-80.6% |