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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 | $127,689+32.6% | $146,866+15.3% | $65,191+159.8% |
| Participation rate | 96.7% | 68.4%+28.3pp | 82.5%+14.2pp | 63.0%+33.7pp |
| Annual return | 9.01% | 22.89%-13.9pp | 102.85%-93.8pp | 51.24%-42.2pp |
| Employer contribution / active EE | $5,835 | $4,150+40.6% | $4,425+31.9% | $2,400+143.1% |
| Participant deferral / active EE | $6,186 | $6,458-4.2% | $7,759-20.3% | $2,671+131.6% |
| Admin fee / account holder | $520 | $1,041-50.0% | $13,620-96.2% | $907-42.6% |