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| Provider | Service type | Compensation |
|---|---|---|
NOVARA, TESIJA & CATENACCI, PLLC1+ years Filed as: NOVARA TESIJA PLLC Service code 29 · EIN 38-3763096 | Legal | $10,823 |
YEO & YEO PC1+ years Filed as: YEO & YEO, P.C. Service code 10 · EIN 38-2706146 | Accounting | $9,250 |
Filed as: UNITED ASSOCIATION OF JOURNEYMEN PL Service code 14 · EIN 38-6152409 | Plan Administrator | $6,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,166 | $50,498+1.3% | $75,781-32.5% | $55,191-7.3% |
| Participation rate | 53.4% | 69.4%-16.1pp | 75.8%-22.5pp | 69.2%-15.8pp |
| Annual return | 1.96% | 1.80%+0.2pp | 9.68%-7.7pp | 10.78%-8.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,489 | $2,589-42.5% | $3,651-59.2% | $3,046-51.1% |
| Admin fee / account holder | $123 | $123-0.2% | $5,299-97.7% | $91+35.3% |