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| Provider | Service type | Compensation |
|---|---|---|
ADVANTAGE CAPITAL9+ years Service code 28 · EIN 13-5659764 | Investment Management | $96,903 |
JOHN TOMASELLO9+ years Service code 30 · EIN 16-0988061 | Employee (plan) | $31,611 |
EFPR GROUP, CPAS, PLLC5 years Service code 10 · EIN 47-4526160 | Accounting | $20,175 |
Filed as: LIPSITZ GREEN, ET, AL Service code 29 · EIN 16-0905097 | Legal | $10,391 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,223 | $138,386-44.9% | $184,260-58.6% | $80,935-5.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 10.91% | 20.02%-9.1pp | 28.84%-17.9pp | 35.66%-24.7pp |
| Employer contribution / active EE | $8,619 | $4,851+77.7% | $6,427+34.1% | $2,757+212.6% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,859 | $10,489-82.3% | $13,898-86.6% | $6,924-73.2% |