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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 | $78,483+132.3% | $106,201+71.7% | $74,546+144.6% |
| Participation rate | 88.6% | 72.8%+15.8pp | 75.3%+13.3pp | 67.2%+21.4pp |
| Annual return | 14.74% | 15.94%-1.2pp | 116.26%-101.5pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $4,277 | $2,522+69.6% | $3,170+34.9% | $2,624+63.0% |
| Participant deferral / active EE | $8,668 | $4,320+100.6% | $5,012+72.9% | $4,347+99.4% |
| Admin fee / account holder | $549 | $2,236-75.4% | $11,039-95.0% | $1,944-71.8% |