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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $38,000 |
REYNOLDS CONSULTING SERVICES2+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $30,000 |
COLLERAN, O'HARA & MILLS LLP2+ years Service code 29 · EIN 11-2940050 | Legal | $10,840 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,536 | $71,802+72.1% | $133,980-7.8% | $57,658+114.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 3.21% | 13.51%-10.3pp | 29.30%-26.1pp | 5.13%-1.9pp |
| Employer contribution / active EE | $9,076 | $3,161+187.1% | $5,211+74.2% | $1,974+359.8% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $864 | $88+885.4% | $9,324-90.7% | $95+813.8% |