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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING1+ years Filed as: BLITMAN & KING, LLP Service code 22 · EIN 16-1047304 | Insurance Broker | $15,776 |
WITHUMSMITH+BROWN, PC1+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $12,800 |
DONNA MAGGIOLINO1+ years Service code 13 · EIN 16-1298413 | Contract Administrator | $10,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,767 | $50,464-37.0% | $75,784-58.1% | $52,331-39.3% |
| Participation rate | 46.3% | 66.8%-20.5pp | 75.8%-29.5pp | 68.1%-21.8pp |
| Annual return | -4.06% | 1.03%-5.1pp | 9.68%-13.7pp | 4.54%-8.6pp |
| Employer contribution / active EE | $2,277 | $1,988+14.5% | $3,323-31.5% | $1,882+21.0% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $411 | $1,103-62.7% | $5,300-92.2% | $592-30.5% |