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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $27,670 |
Service code 26 · EIN 16-1544070 | Advisory (Participants) | $17,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,030 | $53,412-40.0% | $68,509-53.2% | $52,331-38.8% |
| Participation rate | 33.8% | 71.7%-37.9pp | 74.7%-40.9pp | 68.1%-34.3pp |
| Annual return | -1.94% | 3.42%-5.4pp | 8.27%-10.2pp | 4.54%-6.5pp |
| Employer contribution / active EE | $183 | $1,607-88.6% | $2,278-92.0% | $1,882-90.3% |
| Participant deferral / active EE | $1,706 | $2,688-36.5% | $3,382-49.6% | $3,022-43.5% |
| Admin fee / account holder | $787 | $461+70.8% | $5,275-85.1% | $592+33.1% |