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| Provider | Service type | Compensation |
|---|---|---|
THE MELTZER GROUP2+ years Filed as: MELTZER GROUP Service code 63 6500 ROCK SPRING DRIVE · BETHESDA, MD 20817 | 12b-1 Fees | $19,484 |
CITRIN COOPERMAN2+ years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $17,600 |
BENEFIT CONSULTANTS GROUP2+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $8,895 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,954 | $74,089+233.3% | $133,975+84.3% | $55,167+347.6% |
| Participation rate | 96.7% | 84.3%+12.4pp | 87.1%+9.6pp | 69.0%+27.7pp |
| Annual return | 12.67% | 12.11%+0.6pp | 29.29%-16.6pp | 169.23%-156.6pp |
| Employer contribution / active EE | $11,061 | $3,064+261.0% | $5,211+112.3% | $1,963+463.6% |
| Participant deferral / active EE | $14,004 | $4,678+199.4% | $6,282+122.9% | $3,054+358.5% |
| Admin fee / account holder | $351 | $458-23.4% | $9,324-96.2% | $504-30.3% |