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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS INC. Service code 99 | Other Fees | $44,419 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $7,338 |
MORAN KNOBEL1 year Service code 99 · EIN 33-0762795 | Other Fees | $6,948 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 99 · EIN 47-5476782 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $138,011 | $81,474+69.4% | $133,971+3.0% | $73,493+87.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 12.16% | 19.40%-7.2pp | 45.09%-32.9pp | 28.51%-16.3pp |
| Employer contribution / active EE | $8,522 | $2,209+285.7% | $3,919+117.5% | $2,270+275.4% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $581 | $713-18.5% | $8,929-93.5% | $513+13.3% |