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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP8 years Service code 10 · EIN 22-1478099 | Accounting | $36,490 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $26,896 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $74,689 | $29,525+153.0% | $56,033+33.3% | $77,736-3.9% |
| Participation rate | 16.7% | 32.7%-15.9pp | 52.5%-35.7pp | 70.6%-53.8pp |
| Annual return | 11.67% | 18.90%-7.2pp | 1711.38%-1699.7pp | 31.26%-19.6pp |
| Employer contribution / active EE | $629 | $569+10.5% | $1,041-39.6% | $2,728-76.9% |
| Participant deferral / active EE | $1,440 | $1,062+35.7% | $1,954-26.3% | $4,651-69.0% |
| Admin fee / account holder | $308 | $1,040-70.4% | $2,827-89.1% | $433-28.9% |