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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS9+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $61,856 |
GPB CORP3 years Filed as: GPB CORPORATION Service code 14 · EIN 43-1240518 | Plan Administrator | $35,124 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $20,494 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $20,432 |
Filed as: HAMMOND & SHINNERS Service code 29 · EIN 43-1429257 | Legal | $8,184 |
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 | $141,658 | $80,781+75.4% | $102,437+38.3% | $74,478+90.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 23.52% | 27.58%-4.1pp | 24.95%-1.4pp | 1370.56%-1347.0pp |
| Employer contribution / active EE | $8,294 | $3,160+162.5% | $3,871+114.3% | $2,626+215.8% |
| Participant deferral / active EE | $801 | $3,862-79.3% | $5,060-84.2% | $4,350-81.6% |
| Admin fee / account holder | $475 | $2,372-80.0% | $8,388-94.3% | $1,946-75.6% |