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| Provider | Service type | Compensation |
|---|---|---|
DEBOER & ASSOCIATES, PC5+ years Service code 10 · EIN 47-0836395 | Accounting | $54,550 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $54,105 |
BLAKE & UHLIG, P.A.5+ years Service code 29 · EIN 48-0918231 | Legal | $32,682 |
INVESTMENT CONSULTING GROUP5+ years Filed as: INVESTMENT CONSULTING GROUP, INC. Service code 27 · EIN 42-1358707 | Advisory (Plan) | $18,000 |
BENESYS, INC.3 years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 | Plan Administrator | $14,400 |
Service code 14 · EIN 52-1590516 | Plan Administrator | $7,380 |
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.)
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 | $112,838 | $91,517+23.3% | $101,271+11.4% | $73,412+53.7% |
| Participation rate | 81.7% | 73.8%+7.9pp | 75.8%+5.9pp | 72.2%+9.5pp |
| Annual return | 12.26% | 17.17%-4.9pp | 46.48%-34.2pp | 59.30%-47.0pp |
| Employer contribution / active EE | $4,546 | $2,877+58.0% | $3,660+24.2% | $2,234+103.5% |
| Participant deferral / active EE | $380 | $3,338-88.6% | $4,371-91.3% | $3,806-90.0% |
| Admin fee / account holder | $498 | $216+130.8% | $5,948-91.6% | $158+215.6% |