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| Provider | Service type | Compensation |
|---|---|---|
MARTINI & MARTINI, CPA, PA1+ years Service code 10 · EIN 22-2766979 | Accounting | $26,222 |
PAYNE CAPITAL MANAGEMENT LLC1+ years Service code 27 · EIN 26-2994343 | Advisory (Plan) | $22,467 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,881 |
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.
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 | $25,202 | $39,458-36.1% | $60,547-58.4% | $55,191-54.3% |
| Participation rate | 41.3% | 59.6%-18.3pp | 68.0%-26.7pp | 69.2%-27.9pp |
| Annual return | -1.67% | 3.35%-5.0pp | 335.64%-337.3pp | 10.78%-12.5pp |
| Employer contribution / active EE | $287 | $1,210-76.2% | $2,419-88.1% | $1,899-84.9% |
| Participant deferral / active EE | $958 | $2,140-55.2% | $3,328-71.2% | $3,046-68.6% |
| Admin fee / account holder | $310 | $95+225.7% | $4,536-93.2% | $91+241.4% |