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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL ADVISORS WEALTH MGMT4 years Service code 26 · EIN 85-1350829 | Advisory (Participants) | $37,552 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,010 |
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 | $155,647 | $71,526+117.6% | $98,450+58.1% | $71,495+117.7% |
| Participation rate | 90.4% | 72.7%+17.7pp | 75.2%+15.2pp | 67.9%+22.5pp |
| Annual return | 16.89% | 32.42%-15.5pp | 21.16%-4.3pp | 28.85%-12.0pp |
| Employer contribution / active EE | $4,354 | $2,400+81.4% | $3,049+42.8% | $2,589+68.1% |
| Participant deferral / active EE | $8,558 | $4,110+108.2% | $4,739+80.6% | $4,291+99.5% |
| Admin fee / account holder | $528 | $1,675-68.5% | $8,961-94.1% | $1,588-66.7% |