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| Provider | Service type | Compensation |
|---|---|---|
CPA ASSOCIATES PC2 years Filed as: MH CPA PLLC Service code 10 · EIN 37-1119790 2110 CLEARLAKE BLVD, STE. 200 · CHAMPAIGN, IL 61822 | Accounting | $14,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,348 | $112,596+50.4% | $152,301+11.2% | $64,728+161.6% |
| Participation rate | 96.7% | 63.6%+33.0pp | 82.4%+14.2pp | 57.9%+38.8pp |
| Annual return | 9.01% | 23.76%-14.8pp | 80.50%-71.5pp | 49.38%-40.4pp |
| Employer contribution / active EE | $5,835 | $3,716+57.0% | $4,624+26.2% | $2,243+160.2% |
| Participant deferral / active EE | $6,186 | $6,075+1.8% | $8,004-22.7% | $2,729+126.6% |
| Admin fee / account holder | $520 | $996-47.8% | $14,398-96.4% | $1,145-54.6% |