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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,886 |
Filed as: HIGHLAND CAPITAL ADVISORS Service code 27 · EIN 20-4284376 | Advisory (Plan) | $13,761 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $725 |
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 | $110,510 | $82,674+33.7% | $125,363-11.8% | $68,495+61.3% |
| Participation rate | 74.0% | 75.0%-1.0pp | 82.4%-8.4pp | 67.9%+6.1pp |
| Annual return | -16.79% | -5.97%-10.8pp | 572.15%-588.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,033 | $3,382-10.3% | $4,815-37.0% | $2,596+16.8% |
| Participant deferral / active EE | $8,072 | $6,111+32.1% | $7,447+8.4% | $4,028+100.4% |
| Admin fee / account holder | $436 | $6,276-93.1% | $10,005-95.6% | $5,403-91.9% |