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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL ADVISORS WEALTH MGMT5 years Service code 26 · EIN 85-1350829 | Advisory (Participants) | $47,006 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,273 |
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 | $182,346 | $78,562+132.1% | $105,608+72.7% | $74,429+145.0% |
| Participation rate | 88.6% | 72.8%+15.8pp | 75.3%+13.4pp | 67.2%+21.4pp |
| Annual return | 14.74% | 15.94%-1.2pp | 116.50%-101.8pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $4,277 | $2,521+69.6% | $3,167+35.0% | $2,625+62.9% |
| Participant deferral / active EE | $8,668 | $4,321+100.6% | $5,010+73.0% | $4,348+99.4% |
| Admin fee / account holder | $549 | $2,217-75.2% | $11,028-95.0% | $1,944-71.8% |