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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $65,427 |
BERGER ASSET MANAGEMENT INC4+ years Service code 21 · EIN 77-0408038 | Bank Trustee | $35,676 |
PRIEST AMISTADI4+ years Filed as: PRIEST AMISTADI CPA'S Service code 10 · EIN 94-2507389 | Accounting | $17,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,089 |
STADION MONEY MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT LLC Service code 27 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Plan) | $5,057 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,296 | $84,685+7.8% | $142,942-36.1% | $67,986+34.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 76.8%+23.2pp | 57.2%+42.8pp |
| Annual return | 12.93% | 35.89%-23.0pp | 113.70%-100.8pp | 31.67%-18.7pp |
| Employer contribution / active EE | $3,997 | $2,263+76.6% | $4,139-3.4% | $2,019+98.0% |
| Participant deferral / active EE | $8,084 | $3,832+111.0% | $7,128+13.4% | $3,358+140.7% |
| Admin fee / account holder | $669 | $3,229-79.3% | $12,475-94.6% | $3,203-79.1% |