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| Provider | Service type | Compensation |
|---|---|---|
TRUENORTH WEALTH1+ years Service code 27 · EIN 20-5636795 | Advisory (Plan) | $41,317 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $36,142 |
HCS RETIREMENT SERVICES, LLC1+ years Filed as: HCS RETIREMENT SERVICES LLC Service code 15 · EIN 20-1684241 | Recordkeeping | $825 |
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 | $83,917 | $75,832+10.7% | $147,618-43.2% | $59,633+40.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.74% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $6,734 | $3,485+93.2% | $5,565+21.0% | $2,203+205.7% |
| Participant deferral / active EE | $4,229 | $3,131+35.1% | $4,895-13.6% | $3,192+32.5% |
| Admin fee / account holder | $616 | $5,986-89.7% | $11,612-94.7% | $4,297-85.7% |