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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.1+ years Service code 10 · EIN 95-2887986 | Accounting | $17,933 |
THE BANK OF NEW YORK MELLON1+ years Filed as: TD BANK Service code 15 · EIN 03-0349319 | Recordkeeping | $12,582 |
ANTHONY M PONTARELLI CPA LLC1+ years Filed as: ANTHONY J. PASCAZIO Service code 27 33 WINSLOW DRIVE · MARTINSVILLE, NJ 08836 | Advisory (Plan) | $9,297 |
LINOWITZ & COMPANY1+ years Service code 10 · EIN 22-1731614 | Accounting | $5,000 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,495 | $45,566+74.5% | $64,105+24.0% | $59,633+33.3% |
| Participation rate | 62.2% | 60.2%+2.1pp | 68.2%-5.9pp | 68.7%-6.4pp |
| Annual return | 0.01% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,855 | $2,057+38.8% | $2,822+1.2% | $3,192-10.6% |
| Admin fee / account holder | $702 | $3,268-78.5% | $4,499-84.4% | $4,297-83.7% |