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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 | $78,607+132.0% | $105,624+72.6% | $74,478+144.8% |
| Participation rate | 88.6% | 72.8%+15.8pp | 75.3%+13.4pp | 67.2%+21.4pp |
| Annual return | 14.74% | 15.96%-1.2pp | 116.20%-101.5pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $4,277 | $2,523+69.5% | $3,168+35.0% | $2,626+62.9% |
| Participant deferral / active EE | $8,668 | $4,325+100.4% | $5,013+72.9% | $4,350+99.3% |
| Admin fee / account holder | $549 | $2,220-75.3% | $10,961-95.0% | $1,946-71.8% |