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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL Service code 34 · EIN 36-4799908 | Consulting fees; Valuation (appraisal... | $23,403 |
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $21,105 |
EKS&H LLLP1 year Filed as: EKS&H Service code 10 · EIN 46-1497033 | Accounting | $15,500 |
NIXON PEABODY LLP1 year Service code 29 · EIN 16-0764720 | Legal | $11,613 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,553 | $51,466-36.7% | $78,778-58.7% | $62,293-47.7% |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 24.14% | 19.96%+4.2pp | 35.62%-11.5pp | 28.90%-4.8pp |
| Employer contribution / active EE | $1,686 | $827+103.7% | $1,986-15.1% | $2,042-17.5% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $531 | $489+8.5% | $5,134-89.7% | $479+10.7% |