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| Provider | Service type | Compensation |
|---|---|---|
D'ARCANGELO & CO., LLP3+ years Service code 10 · EIN 13-2550103 | Accounting | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,931 | $37,418+22.8% | $77,100-40.4% | $77,906-41.0% |
| Participation rate | 15.9% | 46.9%-31.1pp | 67.9%-52.1pp | 73.7%-57.8pp |
| Annual return | -1.88% | -7.13%+5.2pp | 42.35%-44.2pp | 12.16%-14.0pp |
| Employer contribution / active EE | $317 | $1,200-73.6% | $2,815-88.7% | $2,846-88.9% |
| Participant deferral / active EE | $1,161 | $2,572-54.9% | $4,430-73.8% | $4,805-75.8% |
| Admin fee / account holder | $402 | $126+219.0% | $5,443-92.6% | $133+203.4% |