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| Provider | Service type | Compensation |
|---|---|---|
LETORT MANAGEMENT & TRUST CO.10+ years Service code 15 · EIN 25-1900215 | Recordkeeping | $34,671 |
MCKONLY & ASBURY LLP1 year Filed as: MCKONLY & ASBURY, LLP Service code 10 · EIN 23-1909723 | Accounting | $12,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,345 | $71,230+1.6% | $93,727-22.8% | $80,959-10.6% |
| Participation rate | 50.9% | 60.4%-9.5pp | 68.7%-17.8pp | 67.7%-16.7pp |
| Annual return | 9.18% | 11.26%-2.1pp | 133.83%-124.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $5 | $1,565-99.7% | $2,421-99.8% | $2,757-99.8% |
| Participant deferral / active EE | $4,304 | $4,037+6.6% | $4,417-2.6% | $4,300+0.1% |
| Admin fee / account holder | $731 | $6,961-89.5% | $8,292-91.2% | $6,925-89.4% |