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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478098 | Accounting | $13,670 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,713 | $52,293-50.8% | $178,499-85.6% | $73,412-65.0% |
| Participation rate | 61.9% | 65.3%-3.5pp | 81.9%-20.1pp | 72.2%-10.3pp |
| Annual return | 17.21% | 34.75%-17.5pp | 151.10%-133.9pp | 59.30%-42.1pp |
| Employer contribution / active EE | $546 | $1,735-68.5% | $5,011-89.1% | $2,234-75.5% |
| Participant deferral / active EE | $1,132 | $2,332-51.5% | $5,202-78.2% | $3,806-70.3% |
| Admin fee / account holder | $21 | $127-83.7% | $13,986-99.9% | $158-86.8% |