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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR9+ years Filed as: WILLIAM OCHOCINSKI Service code 30 | Employee (plan) | $52,024 |
MICHELLE OCHOCINSKI9+ years Service code 30 | Employee (plan) | $23,348 |
Filed as: RAYMOND MORGAN, JR. Service code 30 | Employee (plan) | $13,319 |
EFPR GROUP, CPAS, PLLC8 years Filed as: EFPR GROUP, CPA'S, PLLC Service code 10 · EIN 47-4526160 | Accounting | $10,600 |
COMPLIANCE VERIFICATION8 years Filed as: COMPLIANCE SYSTEMS, INC. Service code 13 | Contract Administrator | $7,200 |
SOFTPATH, INC.9+ years Service code 16 · EIN 16-1502471 | Consulting | $6,143 |
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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,517 | $53,165+2.5% | $86,235-36.8% | $74,473-26.8% |
| Participation rate | 1.1% | 64.9%-63.7pp | 69.0%-67.8pp | 70.7%-69.6pp |
| Annual return | 17.75% | 22.64%-4.9pp | 1170.03%-1152.3pp | 34.36%-16.6pp |
| Employer contribution / active EE | $757 | $1,210-37.5% | $2,381-68.2% | $2,638-71.3% |
| Participant deferral / active EE | $1,738 | $3,234-46.3% | $3,987-56.4% | $4,530-61.6% |
| Admin fee / account holder | $548 | $551-0.6% | $6,856-92.0% | $347+58.0% |