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| Provider | Service type | Compensation |
|---|---|---|
MARCUM LLP4 years Filed as: MARCUM, LLP Service code 10 · EIN 11-1986323 | Accounting | $30,900 |
PASI, LLC1 year Service code 49 · EIN 26-1407927 | Other Services | $9,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,700 | $72,273-65.8% | $101,275-75.6% | $79,856-69.1% |
| Participation rate | 52.3% | 68.5%-16.2pp | 75.8%-23.5pp | 69.6%-17.4pp |
| Annual return | 12.39% | 22.30%-9.9pp | 46.48%-34.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $4,904 | $2,691+82.2% | $3,660+34.0% | $2,471+98.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $541 | $4,401-87.7% | $5,948-90.9% | $5,306-89.8% |