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| Provider | Service type | Compensation |
|---|---|---|
SEAN HUCKO, CPA, LLC3 years Service code 10 · EIN 47-4215313 | Accounting | $14,946 |
Service code 13 · EIN 16-0962644 | Contract Administrator | $12,795 |
BLITMAN & KING4+ years Filed as: BLITMAN AND KING Service code 29 · EIN 16-1047304 | Legal | $10,515 |
Filed as: KARPUS INVESTMENTS Service code 51 · EIN 16-1047304 | Investment Mgmt Fees | $0 |
WESTMINSTER CONSULTING, LLC3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,522 | $88,515-72.3% | $162,177-84.9% | $67,579-63.7% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 4.91% | 27.04%-22.1pp | 115.60%-110.7pp | 378.56%-373.6pp |
| Employer contribution / active EE | $1,037 | $3,563-70.9% | $5,613-81.5% | $2,148-51.7% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $415 | $124+236.0% | $10,843-96.2% | $142+192.0% |