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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 | $80,748-6.0% | $102,383-25.9% | $74,429+2.0% |
| Participation rate | 92.5% | 65.7%+26.8pp | 74.5%+18.0pp | 67.2%+25.3pp |
| Annual return | 12.05% | 27.57%-15.5pp | 24.94%-12.9pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $10,940 | $3,159+246.3% | $3,870+182.7% | $2,625+316.8% |
| Participant deferral / active EE | $2,875 | $3,861-25.5% | $5,060-43.2% | $4,348-33.9% |
| Admin fee / account holder | $473 | $2,371-80.1% | $8,391-94.4% | $1,944-75.7% |