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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC PORTFOLIO CONSULTING1+ years Service code 26 · EIN 91-1577578 | Advisory (Participants) | $47,447 |
TRAUTMANN MAHER & ASSOCIATES1+ years Filed as: TRAUTMANN, MAHER & ASSOCIATES, INC. Service code 15 · EIN 91-1526584 | Recordkeeping | $41,532 |
STIFEL NICOLAUS & CO INC1+ years Filed as: STIFEL NICOLAUS & CO Service code 19 501 N BROADWAY · ST LOUIS, MO 63102 | Securities Custodian | $16,698 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 18 · EIN 20-0937408 | Custodial (securities); Custodial (ot... | $15,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,644 | $50,106+418.2% | $69,779+272.1% | $57,658+350.3% |
| Participation rate | 77.3% | 70.9%+6.5pp | 71.8%+5.5pp | 70.2%+7.1pp |
| Annual return | -1.45% | 14.58%-16.0pp | 12.99%-14.4pp | 5.13%-6.6pp |
| Employer contribution / active EE | $2,632 | $1,739+51.3% | $2,338+12.6% | $1,974+33.4% |
| Participant deferral / active EE | $3,923 | $2,486+57.8% | $2,931+33.9% | $3,061+28.2% |
| Admin fee / account holder | $472 | $89+429.1% | $4,381-89.2% | $95+399.2% |