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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 93-1249395 | Advisory (Plan) | $46,967 |
Service code 49 · EIN 87-3599091 | Other Services | $18,159 |
JONES & ROTH, PC6 years Filed as: JONES & ROTH Service code 10 · EIN 93-0819646 | Accounting | $13,250 |
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
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 | $212,217 | $61,391+245.7% | $149,723+41.7% | $71,529+196.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 19.44% | 35.88%-16.4pp | 134.50%-115.1pp | 28.97%-9.5pp |
| Employer contribution / active EE | $9,806 | $2,384+311.4% | $4,821+103.4% | $2,590+278.6% |
| Participant deferral / active EE | $6,078 | $2,921+108.1% | $5,682+7.0% | $4,291+41.6% |
| Admin fee / account holder | $400 | $1,264-68.4% | $13,215-97.0% | $1,588-74.8% |