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| Provider | Service type | Compensation |
|---|---|---|
ADVANTAGE CAPITAL3+ years Service code 28 · EIN 13-5659764 | Investment Management | $126,429 |
JOHN TOMASELLO3+ years Service code 30 · EIN 16-0988061 | Employee (plan) | $32,505 |
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.)
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 | $103,988 | $79,523+30.8% | $140,019-25.7% | $56,287+84.7% |
| Participation rate | 47.3% | 85.7%-38.4pp | 87.5%-40.2pp | 69.9%-22.6pp |
| Annual return | 11.31% | 2.39%+8.9pp | 651.15%-639.8pp | -9.96%+21.3pp |
| Employer contribution / active EE | $6,392 | $3,350+90.8% | $5,605+14.0% | $2,111+202.8% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2,545 | $614+314.4% | $10,705-76.2% | $521+388.6% |