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| Provider | Service type | Compensation |
|---|---|---|
ESB WEALTH MANAGEMENT5+ years Service code 51 · EIN 27-5022450 | Investment Mgmt Fees | $25,046 |
PROTPA5+ years Service code 64 · EIN 90-0666716 | Recordkeeping Fees | $24,378 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,490 | $52,967-42.4% | $172,753-82.4% | $65,186-53.2% |
| Participation rate | 94.2% | 66.2%+28.0pp | 82.6%+11.6pp | 70.2%+24.0pp |
| Annual return | 18.17% | 30.12%-12.0pp | 803.00%-784.8pp | 29.39%-11.2pp |
| Employer contribution / active EE | $2,053 | $2,190-6.3% | $5,144-60.1% | $2,177-5.7% |
| Participant deferral / active EE | $2,047 | $2,471-17.1% | $5,198-60.6% | $3,514-41.7% |
| Admin fee / account holder | $312 | $472-34.0% | $13,956-97.8% | $847-63.2% |