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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 06-1036759 | Other Services | $19,980 |
MARCUM LLP2 years Filed as: MARCUM, LLP Service code 10 · EIN 11-1986323 | Accounting | $15,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,084 | $57,352-80.7% | $83,831-86.8% | $64,173-82.7% |
| Participation rate | 69.8% | 68.6%+1.2pp | 76.1%-6.4pp | 69.6%+0.2pp |
| Annual return | -7.02% | 11.38%-18.4pp | 850.99%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $7,744 | $2,546+204.2% | $3,631+113.3% | $2,381+225.3% |
| Participant deferral / active EE | $14 | $2,993-99.5% | $4,082-99.7% | $3,470-99.6% |
| Admin fee / account holder | $318 | $4,046-92.2% | $5,479-94.2% | $4,887-93.5% |