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| Provider | Service type | Compensation |
|---|---|---|
NICHOLS, RISE & COMPANY, LLP8+ years Service code 10 · EIN 42-0634266 | Accounting | $10,110 |
Service code 49 · EIN 51-6041053 | Other Services | $8,948 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,547 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,404 | $65,125+55.7% | $143,797-29.5% | $66,949+51.5% |
| Participation rate | 22.8% | 65.2%-42.4pp | 80.3%-57.5pp | 69.8%-47.0pp |
| Annual return | -18.39% | -11.13%-7.3pp | -0.04%-18.3pp | 1.57%-20.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,015 | $2,920-65.2% | $5,638-82.0% | $4,239-76.0% |
| Admin fee / account holder | $556 | $503+10.6% | $14,679-96.2% | $594-6.3% |