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| Provider | Service type | Compensation |
|---|---|---|
DONNA MAGGIOLINO2+ years Service code 13 · EIN 16-1298413 | Contract Administrator | $13,686 |
WITHUMSMITH+BROWN, PC2+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $13,500 |
BLITMAN & KING2+ years Filed as: BLITMAN & KING, LLP Service code 22 · EIN 16-1047304 | Insurance Broker | $9,905 |
HAZARD & SIEGEL INC1 year Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 27 · EIN 20-2318765 | Advisory (Plan) | $5,625 |
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 | $31,369 | $52,884-40.7% | $84,753-63.0% | $55,167-43.1% |
| Participation rate | 24.8% | 67.5%-42.8pp | 76.6%-51.8pp | 69.0%-44.2pp |
| Annual return | 2.94% | 18.03%-15.1pp | 22.78%-19.8pp | 169.23%-166.3pp |
| Employer contribution / active EE | $3,846 | $2,233+72.2% | $3,574+7.6% | $1,963+96.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $384 | $581-33.9% | $5,333-92.8% | $504-23.8% |