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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 16-1544070 | Advisory (Participants) | $13,113 |
WITHUMSMITH+BROWN, PC3+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 15 · EIN 01-0723685 | Recordkeeping | $12,252 |
Filed as: FIRLEY, MORAN, FREER & EASSA CPA, P Service code 10 · EIN 16-1148763 | Accounting | $4,141 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,924 | $63,314-35.4% | $91,004-55.0% | $62,293-34.3% |
| Participation rate | 35.8% | 73.3%-37.5pp | 75.6%-39.8pp | 69.5%-33.7pp |
| Annual return | 14.69% | 21.00%-6.3pp | 4.60%+10.1pp | 28.90%-14.2pp |
| Employer contribution / active EE | $314 | $1,807-82.7% | $2,456-87.2% | $2,042-84.6% |
| Participant deferral / active EE | $1,867 | $2,944-36.6% | $3,548-47.4% | $3,169-41.1% |
| Admin fee / account holder | $484 | $468+3.4% | $5,417-91.1% | $479+0.9% |