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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING8+ years Service code 29 · EIN 16-1047304 | Legal | $45,685 |
Filed as: MENGEL, METZGER, BARR & CO. Service code 10 · EIN 16-1092347 | Accounting | $28,762 |
INSERO & CO. CPAS, LLP2 years Filed as: INESERO & CO. CPAS Service code 10 · EIN 47-5324570 | Accounting | $13,757 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,657 | $76,696+101.6% | $96,538+60.2% | $71,529+116.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 1.64% | 48.32%-46.7pp | 35.74%-34.1pp | 28.97%-27.3pp |
| Employer contribution / active EE | $6,725 | $3,032+121.8% | $3,740+79.8% | $2,590+159.7% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $747 | $2,030-63.2% | $6,737-88.9% | $1,588-53.0% |