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| Provider | Service type | Compensation |
|---|---|---|
ADVANTAGE CAPITAL1+ years Service code 28 · EIN 13-5659764 | Investment Management | $116,541 |
JOHN TOMASELLO1+ years Service code 30 · EIN 16-0988061 | Employee (plan) | $21,447 |
KAREN MEIFERT1+ years Filed as: KAREN A. MCKERNAN Service code 30 165 DIVISION STREET · NORTH TONAWANDA, NY 14120 | Employee (plan) | $20,861 |
TOSKI & CO., CPAS, P.C.1+ years Filed as: TOSKI & CO., P.C. Service code 10 · EIN 16-1170608 | Accounting | $8,700 |
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 | $53,709 | $74,089-27.5% | $133,975-59.9% | $55,167-2.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | -1.28% | 12.11%-13.4pp | 29.29%-30.6pp | 169.23%-170.5pp |
| Employer contribution / active EE | $6,754 | $3,064+120.5% | $5,211+29.6% | $1,963+244.2% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1,359 | $458+196.5% | $9,324-85.4% | $504+169.6% |