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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1 year Service code 10 · EIN 35-0912680 | Accounting | $41,563 |
MAH & ASSOCIATES, LLP2 years Service code 10 · EIN 94-3342694 | Accounting | $25,840 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,759 | $84,499+16.9% | $125,391-21.2% | $66,949+47.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 45.78% | -8.49%+54.3pp | 572.41%-526.6pp | 1.57%+44.2pp |
| Employer contribution / active EE | $9,591 | $3,554+169.9% | $4,816+99.2% | $2,545+276.8% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $348 | $685-49.2% | $10,009-96.5% | $594-41.3% |