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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP11+ years Service code 10 · EIN 13-1577780 | Accounting | $45,750 |
REYNOLDS CONSULTING SERVICES11+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $36,741 |
COLLERAN, O'HARA & MILLS LLP11+ years Service code 29 · EIN 11-2940050 | Legal | $20,203 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,523 | $88,183+146.7% | $107,187+102.9% | $71,012+206.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 75.0%+25.0pp | 58.6%+41.4pp |
| Annual return | 11.64% | 16.47%-4.8pp | 204.55%-192.9pp | 37.67%-26.0pp |
| Employer contribution / active EE | $9,825 | $3,914+151.0% | $3,782+159.8% | $2,348+318.5% |
| Participant deferral / active EE | $1,386 | $3,079-55.0% | $5,096-72.8% | $3,246-57.3% |
| Admin fee / account holder | $654 | $1,430-54.3% | $9,162-92.9% | $1,167-43.9% |