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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $45,000 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $36,750 |
COLLERAN, O'HARA & MILLS LLP10+ years Service code 29 · EIN 11-2940050 | Legal | $19,931 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $201,546 | $83,023+142.8% | $102,437+96.8% | $77,762+159.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.86% | 19.12%-6.3pp | 24.95%-12.1pp | 31.27%-18.4pp |
| Employer contribution / active EE | $9,228 | $3,552+159.8% | $3,871+138.4% | $2,728+238.3% |
| Participant deferral / active EE | $1,166 | $4,110-71.6% | $5,060-77.0% | $4,651-74.9% |
| Admin fee / account holder | $661 | $639+3.5% | $8,388-92.1% | $433+52.8% |