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| Provider | Service type | Compensation |
|---|---|---|
JOHN FADELEY2 years Service code 30 · EIN 16-0336135 | Employee (plan) | $30,711 |
MY GROUP LLC6 years Filed as: P&A GROUP Service code 15 · EIN 16-1533801 | Recordkeeping | $18,189 |
Service code 10 · EIN 47-1793720 | Accounting | $17,944 |
BLITMAN & KING7+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $17,305 |
ANDCO CONSULTING6 years Filed as: ANDCO CONSULTING, LLC Service code 16 · EIN 59-3676225 | Consulting | $8,250 |
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 | $65,752 | $78,670-16.4% | $109,173-39.8% | $85,847-23.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 11.13% | 25.09%-14.0pp | 25.75%-14.6pp | 318.61%-307.5pp |
| Employer contribution / active EE | $3,486 | $2,734+27.5% | $3,723-6.4% | $2,565+35.9% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $614 | $5,469-88.8% | $6,755-90.9% | $6,261-90.2% |