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| Provider | Service type | Compensation |
|---|---|---|
MSPC2 years Service code 10 · EIN 22-2951202 | Accounting | $34,000 |
O'BRIEN BELLAND & BUSHINSKY2 years Filed as: O'BRIEN,BELLAND ETAL Service code 29 · EIN 37-1467056 | Legal | $31,229 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 · EIN 22-3189064 | Advisory (Plan) | $26,268 |
Service code 49 · EIN 22-1538529 | Other Services | $5,569 |
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 | $190,590 | $66,601+186.2% | $92,909+105.1% | $67,579+182.0% |
| Participation rate | 61.7% | 72.5%-10.8pp | 76.0%-14.3pp | 71.3%-9.5pp |
| Annual return | 15.94% | 92.58%-76.6pp | 109.44%-93.5pp | 378.56%-362.6pp |
| Employer contribution / active EE | $5,421 | $2,775+95.3% | $3,653+48.4% | $2,148+152.4% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $311 | $199+56.5% | $5,795-94.6% | $142+118.8% |