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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING3+ years Filed as: BLITMAN & KING, LLP Service code 22 · EIN 16-1047304 | Insurance Broker | $14,281 |
WITHUMSMITH+BROWN, PC3+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $13,900 |
DONNA MAGGIOLINO3+ years Service code 13 · EIN 16-1298413 | Contract Administrator | $13,705 |
HAZARD & SIEGEL INC2 years Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 27 · EIN 20-2318765 | Advisory (Plan) | $7,500 |
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 | $40,301 | $58,726-31.4% | $92,240-56.3% | $62,293-35.3% |
| Participation rate | 6.9% | 68.3%-61.4pp | 76.5%-69.6pp | 69.5%-62.6pp |
| Annual return | 11.24% | 43.62%-32.4pp | 176.29%-165.1pp | 28.90%-17.7pp |
| Employer contribution / active EE | $4,144 | $2,392+73.2% | $3,680+12.6% | $2,042+102.9% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $516 | $556-7.3% | $5,194-90.1% | $479+7.6% |