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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING7+ years Service code 29 · EIN 16-1047304 | Legal | $42,141 |
Filed as: MENGEL, METZGER, BARR & CO. Service code 10 · EIN 16-1092347 | Accounting | $15,750 |
INSERO & CO. CPAS, LLP1 year Filed as: INESERO & CO. CPAS Service code 10 · EIN 47-5324570 | Accounting | $5,325 |
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 | $157,054 | $64,176+144.7% | $112,263+39.9% | $66,949+134.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -4.88% | -13.80%+8.9pp | 27.49%-32.4pp | 1.57%-6.4pp |
| Employer contribution / active EE | $6,689 | $3,007+122.5% | $3,636+84.0% | $2,545+162.8% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $664 | $626+6.1% | $6,410-89.6% | $594+11.9% |