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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 | $128,603-37.9% | $197,124-59.5% | $67,986+17.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 7.60% | 23.77%-16.2pp | 44.34%-36.7pp | 31.67%-24.1pp |
| Employer contribution / active EE | $8,162 | $4,379+86.4% | $6,227+31.1% | $2,019+304.3% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $9,135-100.0% | $3,358-100.0% |
| Admin fee / account holder | $2,003 | $3,035-34.0% | $16,298-87.7% | $3,203-37.5% |