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| Provider | Service type | Compensation |
|---|---|---|
KREISCHER MILLER1 year Filed as: J.L. KREISCHER, PC ET AL PTRS Service code 27 · EIN 23-1980475 | Advisory (Plan) | $18,575 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $439 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,034 | $58,234+243.5% | $81,783+144.6% | $80,874+147.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 10.68% | 41.70%-31.0pp | 775.05%-764.4pp | 35.62%-24.9pp |
| Employer contribution / active EE | $4,666 | $2,341+99.3% | $2,913+60.2% | $2,756+69.3% |
| Participant deferral / active EE | $8,780 | $3,283+167.5% | $4,320+103.2% | $4,297+104.3% |
| Admin fee / account holder | $632 | $4,982-87.3% | $7,380-91.4% | $6,935-90.9% |