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| Provider | Service type | Compensation |
|---|---|---|
ADVANTAGE CAPITAL5+ years Service code 28 · EIN 13-5659764 | Investment Management | $98,609 |
JOHN TOMASELLO5+ years Service code 30 · EIN 16-0988061 | Employee (plan) | $32,569 |
EFPR GROUP, CPAS, PLLC1 year Service code 10 · EIN 47-4526160 | Accounting | $18,400 |
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.)
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 | $104,773 | $136,307-23.1% | $177,827-41.1% | $73,493+42.6% |
| Participation rate | 52.0% | 86.1%-34.1pp | 87.7%-35.8pp | 70.7%-18.7pp |
| Annual return | 2.82% | 18.68%-15.9pp | 48.32%-45.5pp | 28.51%-25.7pp |
| Employer contribution / active EE | $6,863 | $3,712+84.9% | $5,918+16.0% | $2,270+202.3% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,713-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,576 | $596+332.5% | $12,429-79.3% | $513+402.0% |