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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $89,726 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $40,000 |
FGMK, LLC1 year Filed as: FGMK LLC Service code 10 · EIN 36-2929601 | Accounting | $15,000 |
Filed as: NASIF HICKS HARRIS & CO LLP. Service code 10 · EIN 77-0181453 | Accounting | $12,922 |
Filed as: CHARTWELL Service code 49 · EIN 36-4799908 | Other Services | $10,227 |
OMEGA FINANCIAL GROUP1 year Filed as: OMEGA FINANCIAL GROUP LLC Service code 49 · EIN 61-1606475 | Other Services | $5,154 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $657,107 | $110,483+494.8% | $145,433+351.8% | $79,634+725.2% |
| Participation rate | 91.6% | 71.1%+20.5pp | 82.1%+9.5pp | 62.5%+29.1pp |
| Annual return | 16.59% | 24.62%-8.0pp | 66.58%-50.0pp | 36.46%-19.9pp |
| Employer contribution / active EE | $33,488 | $4,053+726.3% | $4,554+635.3% | $2,529+1224.1% |
| Participant deferral / active EE | $6,415 | $7,216-11.1% | $7,897-18.8% | $3,835+67.3% |
| Admin fee / account holder | $511 | $680-24.9% | $13,129-96.1% | $1,002-49.0% |