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| Provider | Service type | Compensation |
|---|---|---|
SEAN HUCKO, CPA, LLC2 years Service code 10 · EIN 47-4215313 | Accounting | $14,741 |
Service code 13 · EIN 16-0962644 | Contract Administrator | $13,325 |
BLITMAN & KING3+ years Filed as: BLITMAN AND KING Service code 29 · EIN 16-1047304 | Legal | $8,176 |
Filed as: KARPUS INVESTMENTS Service code 51 · EIN 16-1047304 | Investment Mgmt Fees | $0 |
WESTMINSTER CONSULTING, LLC2 years Service code 50 · EIN 45-3679779 | Direct Payment | $0 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,235 | $80,005-71.0% | $140,019-83.4% | $55,725-58.3% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | 5.68% | 0.46%+5.2pp | 651.15%-645.5pp | 244.93%-239.3pp |
| Employer contribution / active EE | $1,161 | $3,403-65.9% | $5,605-79.3% | $2,078-44.1% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $387 | $116+234.2% | $10,705-96.4% | $115+235.6% |