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| Provider | Service type | Compensation |
|---|---|---|
SWEENEY & MICHEL, LLC1 year Filed as: SWEENEY & MICHEL LLC Service code 27 · EIN 81-0965565 | Advisory (Plan) | $32,631 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $20,671 |
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 | $75,907 | $80,781-6.0% | $102,437-25.9% | $74,478+1.9% |
| Participation rate | 92.5% | 65.7%+26.9pp | 74.5%+18.0pp | 67.2%+25.3pp |
| Annual return | 12.05% | 27.58%-15.5pp | 24.95%-12.9pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $10,940 | $3,160+246.2% | $3,871+182.6% | $2,626+316.6% |
| Participant deferral / active EE | $2,875 | $3,862-25.6% | $5,060-43.2% | $4,350-33.9% |
| Admin fee / account holder | $473 | $2,372-80.1% | $8,388-94.4% | $1,946-75.7% |