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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR10+ years Filed as: WILLIAM OCHOCINSKI Service code 30 | Employee (plan) | $19,570 |
EFPR GROUP, CPAS, PLLC9 years Filed as: EFPR GROUP, CPA'S, PLLC Service code 10 · EIN 47-4526160 | Accounting | $10,900 |
MICHELLE OCHOCINSKI10+ years Service code 30 | Employee (plan) | $8,587 |
COMPLIANCE VERIFICATION9 years Filed as: COMPLIANCE SYSTEMS, INC. Service code 13 | Contract Administrator | $7,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,359 | $54,213+20.6% | $93,696-30.2% | $77,736-15.9% |
| Participation rate | 75.8% | 64.0%+11.8pp | 68.7%+7.1pp | 70.6%+5.2pp |
| Annual return | 15.39% | 30.55%-15.2pp | 133.74%-118.4pp | 31.26%-15.9pp |
| Employer contribution / active EE | $879 | $1,168-24.7% | $2,422-63.7% | $2,728-67.8% |
| Participant deferral / active EE | $1,865 | $3,145-40.7% | $4,417-57.8% | $4,651-59.9% |
| Admin fee / account holder | $584 | $575+1.6% | $8,287-92.9% | $433+34.8% |