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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,685 |
1919 INVESTMENT COUNSEL, LLC2 years Filed as: 1919 INVESTMENT COUNSEL Service code 26 · EIN 26-0103180 | Advisory (Participants) | $19,227 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $341,944 | $98,776+246.2% | $149,745+128.4% | $79,856+328.2% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.7pp |
| Annual return | 16.38% | 27.38%-11.0pp | 276.72%-260.3pp | 31.71%-15.3pp |
| Employer contribution / active EE | $9,630 | $3,217+199.3% | $4,646+107.3% | $2,471+289.7% |
| Participant deferral / active EE | $12,144 | $5,681+113.7% | $6,843+77.5% | $3,741+224.6% |
| Admin fee / account holder | $554 | $6,053-90.9% | $9,312-94.1% | $5,306-89.6% |