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| Provider | Service type | Compensation |
|---|---|---|
ELLIOTT GROUP CPAS, PLLC1 year Filed as: ELLIOTT GROUP CPA LLC Service code 10 · EIN 45-4771754 | Accounting | $15,000 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $9,526 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,139 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,325 | $29,660-82.0% | $56,411-90.6% | $80,856-93.4% |
| Participation rate | 49.4% | 41.6%+7.8pp | 52.5%-3.0pp | 67.6%-18.2pp |
| Annual return | -38.44% | 35.23%-73.7pp | 1701.33%-1739.8pp | 35.59%-74.0pp |
| Employer contribution / active EE | $648 | $669-3.2% | $1,039-37.6% | $2,755-76.5% |
| Participant deferral / active EE | $1,643 | $1,226+34.0% | $1,952-15.8% | $4,296-61.7% |
| Admin fee / account holder | $436 | $2,428-82.0% | $2,829-84.6% | $6,918-93.7% |