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| Provider | Service type | Compensation |
|---|---|---|
TCI WEALTH ADVISORS INC2+ years Filed as: TCI WEALTH ADVISORS Service code 16 · EIN 86-1002710 | Consulting | $54,094 |
FIRST MERCANTILE TRUST COMPANY2+ years Filed as: FIRST MERCANTILE TRUST Service code 15 · EIN 62-0951563 | Recordkeeping | $42,753 |
Filed as: KRAVITZ, INC. Service code 10 15760 VENTURA BLVD. · ENCINO, CA 91436 | Accounting | $11,871 |
KIMBERLIN COMPANY, PLLC1 year Service code 10 · EIN 45-5497718 | Accounting | $6,350 |
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 | $77,923 | $77,638+0.4% | $156,551-50.2% | $62,881+23.9% |
| Participation rate | 89.9% | 71.2%+18.7pp | 84.0%+5.8pp | 69.3%+20.6pp |
| Annual return | 7.30% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $5,539 | $3,444+60.8% | $5,501+0.7% | $2,281+142.8% |
| Participant deferral / active EE | $6,729 | $3,046+121.0% | $4,871+38.1% | $3,203+110.1% |
| Admin fee / account holder | $633 | $5,561-88.6% | $13,028-95.1% | $4,296-85.3% |