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| Provider | Service type | Compensation |
|---|---|---|
CHOREO LLC1 year Service code 27 · EIN 41-1944416 | Advisory (Plan) | $19,431 |
LAW OFFICES OF SUSAN A. RODRIGUEZ,1 year Service code 29 · EIN 81-1286469 | Legal | $8,028 |
SMITH & HOWARD, PC1 year Service code 10 · EIN 58-1250486 | Accounting | $5,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,039 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,221 | $80,673-27.8% | $101,326-42.5% | $84,808-31.3% |
| Participation rate | 67.5% | 77.8%-10.3pp | 81.5%-14.0pp | 68.3%-0.8pp |
| Annual return | 19.49% | 38.95%-19.5pp | 36.82%-17.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,206 | $2,698-55.3% | $3,665-67.1% | $2,631-54.2% |
| Participant deferral / active EE | $5,293 | $6,840-22.6% | $7,994-33.8% | $4,212+25.7% |
| Admin fee / account holder | $327 | $12,784-97.4% | $11,185-97.1% | $7,344-95.5% |