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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $41,000 |
REYNOLDS CONSULTING SERVICES5+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $35,000 |
COLLERAN, O'HARA & MILLS LLP5+ years Service code 29 · EIN 11-2940050 | Legal | $18,269 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,573 | $88,515+83.7% | $162,185+0.2% | $67,582+140.6% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 14.52% | 27.04%-12.5pp | 115.61%-101.1pp | 378.57%-364.0pp |
| Employer contribution / active EE | $9,885 | $3,563+177.4% | $5,613+76.1% | $2,148+360.2% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $799 | $124+546.1% | $10,844-92.6% | $142+461.5% |