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| Provider | Service type | Compensation |
|---|---|---|
JOHN FADELEY1 year Service code 30 · EIN 16-0336135 | Employee (plan) | $29,992 |
BLITMAN & KING6+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $25,600 |
Service code 10 · EIN 47-1793720 | Accounting | $16,803 |
MY GROUP LLC5 years Filed as: P&A GROUP Service code 15 · EIN 16-1533801 | Recordkeeping | $15,717 |
ANDCO CONSULTING5 years Filed as: ANDCO CONSULTING, LLC Service code 16 · EIN 59-3676225 | Consulting | $11,000 |
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 | $61,226 | $72,273-15.3% | $101,275-39.5% | $79,856-23.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.37% | 22.30%-12.9pp | 46.48%-37.1pp | 31.71%-22.3pp |
| Employer contribution / active EE | $3,592 | $2,691+33.5% | $3,660-1.9% | $2,471+45.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $732 | $4,401-83.4% | $5,948-87.7% | $5,306-86.2% |