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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUTCHINSON AND BLOODGOOD, LLP Service code 10 · EIN 95-0858589 | Accounting | $27,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,826 | $73,988-58.3% | $96,538-68.1% | $75,177-59.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.09% | 26.73%-9.6pp | 35.74%-18.7pp | 160.75%-143.7pp |
| Employer contribution / active EE | $2,410 | $2,930-17.8% | $3,740-35.6% | $2,671-9.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $314 | $5,220-94.0% | $6,737-95.3% | $5,651-94.4% |