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| Provider | Service type | Compensation |
|---|---|---|
CONCORD INVESTMENT COUNSEL2 years Service code 28 · EIN 33-0809931 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,991 | $66,302+84.0% | $110,243+10.7% | $56,287+116.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -2.77% | -1.18%-1.6pp | 314.76%-317.5pp | -9.96%+7.2pp |
| Employer contribution / active EE | $8,890 | $2,047+334.3% | $3,827+132.3% | $2,111+321.1% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,695 | $698+142.7% | $8,548-80.2% | $521+225.4% |