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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Service code 13 · EIN 38-6058023 | Contract Administrator | $38,166 |
NOVARA, TESIJA & CATENACCI, PLLC1+ years Filed as: NOVARA,TESIJA PLLC Service code 29 · EIN 38-3507129 | Legal | $25,522 |
Filed as: WRUBEL,WESLEY AND COMPANY C.P.A.'S Service code 29 · EIN 38-2574238 | Legal | $6,000 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,398 | $72,770+36.6% | $67,652+46.9% | $55,191+80.1% |
| Participation rate | 51.1% | 78.8%-27.7pp | 75.7%-24.6pp | 69.2%-18.1pp |
| Annual return | 1.66% | -3.26%+4.9pp | 6625.40%-6623.7pp | 10.78%-9.1pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,287 | $3,408-62.2% | $3,560-63.9% | $3,046-57.8% |
| Admin fee / account holder | $366 | $79+364.4% | $4,821-92.4% | $91+303.2% |