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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $39,000 |
REYNOLDS CONSULTING SERVICES3+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $30,000 |
COLLERAN, O'HARA & MILLS LLP3+ years Service code 29 · EIN 11-2940050 | Legal | $10,821 |
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 | $138,625 | $81,537+70.0% | $149,718-7.4% | $69,631+99.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 8.54% | 22.79%-14.3pp | 1501.63%-1493.1pp | 27571.02%-27562.5pp |
| Employer contribution / active EE | $8,998 | $3,239+177.8% | $5,445+65.3% | $2,032+342.8% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $843 | $107+689.1% | $11,283-92.5% | $110+663.6% |