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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,428 |
MSPC5 years Service code 10 · EIN 22-2951202 | Accounting | $26,000 |
O'BRIEN BELLAND & BUSHINSKY3 years Filed as: O'BRIEN BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $16,131 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE, 1200 WEST · BETHESDA, MD 20814 | Accounting | $7,978 |
Service code 49 · EIN 22-1538529 | Other Services | $6,083 |
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 | $195,818 | $76,774+155.1% | $112,258+74.4% | $77,906+151.4% |
| Participation rate | 57.5% | 80.2%-22.6pp | 75.1%-17.5pp | 73.7%-16.2pp |
| Annual return | -13.09% | -10.25%-2.8pp | 27.47%-40.6pp | 12.16%-25.2pp |
| Employer contribution / active EE | $5,025 | $3,977+26.3% | $3,636+38.2% | $2,846+76.5% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,805-100.0% |
| Admin fee / account holder | $349 | $239+46.1% | $6,411-94.6% | $133+163.3% |