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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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,907 | $80,724-6.0% | $103,333-26.5% | $74,495+1.9% |
| Participation rate | 92.5% | 65.7%+26.8pp | 74.5%+18.0pp | 67.2%+25.3pp |
| Annual return | 12.05% | 27.56%-15.5pp | 24.88%-12.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $10,940 | $3,157+246.5% | $3,868+182.8% | $2,623+317.1% |
| Participant deferral / active EE | $2,875 | $3,860-25.5% | $5,057-43.1% | $4,346-33.8% |
| Admin fee / account holder | $473 | $2,368-80.0% | $8,355-94.3% | $1,942-75.7% |