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| Provider | Service type | Compensation |
|---|---|---|
Filed as: O'BRIEN BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $62,203 |
MSPC3 years Service code 10 · EIN 22-2951202 | Accounting | $31,000 |
PORTFOLIO EVALUATIONS, INC.3 years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 · EIN 22-3189064 | Advisory (Plan) | $26,793 |
Service code 49 · EIN 22-1538529 | Other Services | $5,567 |
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 | $209,902 | $91,517+129.4% | $101,271+107.3% | $73,412+185.9% |
| Participation rate | 60.5% | 73.8%-13.3pp | 75.8%-15.3pp | 72.2%-11.7pp |
| Annual return | 11.95% | 17.17%-5.2pp | 46.48%-34.5pp | 59.30%-47.3pp |
| Employer contribution / active EE | $4,183 | $2,877+45.4% | $3,660+14.3% | $2,234+87.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $362 | $216+67.5% | $5,948-93.9% | $158+129.0% |