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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN BIRTCH Service code 14 · EIN 16-6023926 | Plan Administrator | $28,095 |
MY GROUP LLC2 years Filed as: P&A GROUP Service code 15 · EIN 16-1533601 | Recordkeeping | $18,754 |
Service code 10 · EIN 47-1793720 | Accounting | $14,384 |
BLITMAN & KING3+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $10,525 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,373 | $100,041-53.6% | $149,718-69.0% | $70,131-33.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.78% | 27.43%-13.7pp | 1501.70%-1487.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,629 | $3,662-0.9% | $5,444-33.3% | $2,342+54.9% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $461 | $8,286-94.4% | $11,283-95.9% | $4,645-90.1% |