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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING6+ years Service code 29 · EIN 16-1047304 | Legal | $45,014 |
MORNINGSTAR6+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $19,531 |
MENGEL, METZGER, BARR & CO. LLP6+ years Filed as: MENGEL METZGER BARR & CO., LLP Service code 10 · EIN 16-1092347 | Accounting | $14,750 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & CO. CPAS Service code 10 · EIN 47-5324570 | Accounting | $5,100 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNTY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,840 |
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 | $177,265 | $77,677+128.2% | $109,188+62.3% | $79,389+123.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 25.70% | 23.44%+2.3pp | 25.76%-0.1pp | 116.89%-91.2pp |
| Employer contribution / active EE | $6,874 | $2,798+145.6% | $3,723+84.6% | $2,428+183.1% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $614 | $732-16.2% | $6,755-90.9% | $626-2.0% |