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| Provider | Service type | Compensation |
|---|---|---|
JOHN FADELEY4 years Service code 30 · EIN 16-0336135 | Employee (plan) | $32,624 |
Filed as: ARCARA LENDA EUSANIO & STACEY CPAS Service code 10 · EIN 47-1793720 | Accounting | $27,005 |
BLITMAN & KING9+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $22,375 |
LINCOLN NATIONAL CORPORATION2 years Service code 31 · EIN 35-1140070 | Named fiduciary | $17,699 |
ANDCO CONSULTING8 years Filed as: ANDCO CONSULTING, LLC Service code 17 · EIN 59-3676225 | Pension 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,118 | $73,933-10.6% | $96,683-31.6% | $75,163-12.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 12.50% | 26.70%-14.2pp | 35.69%-23.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $3,739 | $2,928+27.7% | $3,737+0.1% | $2,670+40.1% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $728 | $5,216-86.0% | $6,730-89.2% | $5,651-87.1% |