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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,325 | $29,716-82.1% | $56,077-90.5% | $80,925-93.4% |
| Participation rate | 49.4% | 41.7%+7.7pp | 52.5%-3.1pp | 67.7%-18.2pp |
| Annual return | -38.44% | 35.30%-73.7pp | 1709.28%-1747.7pp | 35.65%-74.1pp |
| Employer contribution / active EE | $648 | $671-3.5% | $1,040-37.7% | $2,756-76.5% |
| Participant deferral / active EE | $1,643 | $1,228+33.8% | $1,954-15.9% | $4,299-61.8% |
| Admin fee / account holder | $436 | $2,432-82.1% | $2,825-84.6% | $6,940-93.7% |