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| Provider | Service type | Compensation |
|---|---|---|
ADVANTAGE CAPITAL10+ years Service code 28 · EIN 13-5659764 | Investment Management | $78,861 |
JOHN TOMASELLO10+ years Service code 30 · EIN 16-0988061 | Employee (plan) | $35,731 |
EFPR GROUP, CPAS, PLLC6 years Service code 10 · EIN 47-4526160 | Accounting | $19,875 |
Filed as: LIPSITZ GREEN, ET, AL Service code 29 · EIN 16-0905097 | Legal | $7,432 |
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 | $79,877 | $122,258-34.7% | $199,883-60.0% | $64,097+24.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 86.8%+13.2pp | 55.2%+44.8pp |
| Annual return | 7.60% | 24.91%-17.3pp | 43.81%-36.2pp | 34.64%-27.0pp |
| Employer contribution / active EE | $8,162 | $4,242+92.4% | $6,261+30.4% | $1,891+331.5% |
| Participant deferral / active EE | $0 | $6,258-100.0% | $9,138-100.0% | $3,080-100.0% |
| Admin fee / account holder | $2,003 | $3,882-48.4% | $17,268-88.4% | $3,454-42.0% |