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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KARPUS INVESTMENTS Service code 51 · EIN 16-1047304 | Investment Mgmt Fees | $48,605 |
Service code 13 · EIN 16-0962644 | Contract Administrator | $16,989 |
SEAN HUCKO, CPA, LLC4 years Service code 10 · EIN 47-4215313 | Accounting | $15,656 |
WESTMINSTER CONSULTING, LLC4 years Service code 16 · EIN 45-3679779 | Consulting | $11,250 |
BLITMAN & KING5+ years Filed as: BLITMAN AND KING Service code 29 · EIN 16-1047304 | Legal | $7,482 |
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 | $24,316 | $111,608-78.2% | $177,840-86.3% | $73,412-66.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 6.46% | 18.23%-11.8pp | 48.32%-41.9pp | 59.30%-52.8pp |
| Employer contribution / active EE | $1,395 | $3,796-63.2% | $5,919-76.4% | $2,234-37.5% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $393 | $166+137.3% | $12,431-96.8% | $158+148.9% |