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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP9+ years Service code 10 · EIN 13-1577780 | Accounting | $44,000 |
REYNOLDS CONSULTING SERVICES9+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $36,750 |
COLLERAN, O'HARA & MILLS LLP9+ years Service code 29 · EIN 11-2940050 | Legal | $19,365 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $182,791 | $93,010+96.5% | $96,538+89.3% | $74,473+145.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 12.17% | 37.50%-25.3pp | 35.74%-23.6pp | 34.36%-22.2pp |
| Employer contribution / active EE | $9,642 | $3,427+181.3% | $3,740+157.8% | $2,638+265.5% |
| Participant deferral / active EE | $1,087 | $3,971-72.6% | $4,880-77.7% | $4,530-76.0% |
| Admin fee / account holder | $678 | $633+7.1% | $6,737-89.9% | $347+95.5% |