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| Provider | Service type | Compensation |
|---|---|---|
GRASSI & CO1+ years Filed as: GRASSI & CO., CPA'S PC Service code 10 · EIN 11-3266576 | Accounting | $16,836 |
RPG CONSULTANTS1+ years Service code 15 · EIN 13-4077182 | Recordkeeping | $11,868 |
PURVIS GRAY1+ years Filed as: PURVIS GRAY & COMPANY, LLP Service code 10 · EIN 59-0548468 | Accounting | $8,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,394 | $53,412-43.1% | $68,509-55.6% | $52,331-41.9% |
| Participation rate | 54.9% | 71.7%-16.7pp | 74.7%-19.8pp | 68.1%-13.2pp |
| Annual return | -1.89% | 3.42%-5.3pp | 8.27%-10.2pp | 4.54%-6.4pp |
| Employer contribution / active EE | $479 | $1,607-70.2% | $2,278-79.0% | $1,882-74.5% |
| Participant deferral / active EE | $1,575 | $2,688-41.4% | $3,382-53.4% | $3,022-47.9% |
| Admin fee / account holder | $348 | $461-24.5% | $5,275-93.4% | $592-41.2% |