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| Provider | Service type | Compensation |
|---|---|---|
YEO & YEO PC2 years Filed as: YEO & YEO P.C. Service code 10 · EIN 38-2706146 | Accounting | $14,200 |
GREAT LAKES ADVISORS, LLC8+ years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 12 · EIN 38-2438760 | Participant loan processing; Other se... | $7,518 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $430 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,903 | $64,138+116.6% | $112,258+23.7% | $66,930+107.5% |
| Participation rate | 98.0% | 68.5%+29.5pp | 75.1%+22.9pp | 69.8%+28.2pp |
| Annual return | -18.43% | -13.81%-4.6pp | 27.47%-45.9pp | 1.57%-20.0pp |
| Employer contribution / active EE | $5,699 | $3,006+89.6% | $3,636+56.7% | $2,545+123.9% |
| Participant deferral / active EE | $9,131 | $3,694+147.2% | $4,728+93.1% | $4,238+115.5% |
| Admin fee / account holder | $315 | $625-49.6% | $6,411-95.1% | $593-46.9% |