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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO USA P.C. Service code 10 · EIN 13-5381590 | Accounting | $29,800 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,269 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,273 |
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).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,204 | $34,932+66.6% | $56,441+3.1% | $74,546-21.9% |
| Participation rate | 31.5% | 32.9%-1.4pp | 52.5%-21.0pp | 67.2%-35.7pp |
| Annual return | 9.12% | 24.90%-15.8pp | 1704.21%-1695.1pp | 1366.03%-1356.9pp |
| Employer contribution / active EE | $739 | $608+21.4% | $1,039-28.9% | $2,624-71.9% |
| Participant deferral / active EE | $1,295 | $1,173+10.4% | $1,953-33.7% | $4,347-70.2% |
| Admin fee / account holder | $493 | $2,359-79.1% | $2,829-82.6% | $1,944-74.6% |