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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS8+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $57,270 |
GPB CORP2 years Filed as: GPB CORPORATION Service code 14 · EIN 43-1240518 | Plan Administrator | $29,511 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $18,705 |
ROMOLO & ASSOCIATES1 year Service code 10 · EIN 84-2885766 | Accounting | $17,500 |
Filed as: HAMMOND AND SHINNERS, PC Service code 29 · EIN 43-1429257 | Legal | $11,740 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,070 | $76,696+42.2% | $96,515+13.0% | $71,511+52.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 6.19% | 48.32%-42.1pp | 35.73%-29.5pp | 28.86%-22.7pp |
| Employer contribution / active EE | $8,733 | $3,032+188.1% | $3,740+133.5% | $2,589+237.3% |
| Participant deferral / active EE | $889 | $3,770-76.4% | $4,880-81.8% | $4,291-79.3% |
| Admin fee / account holder | $372 | $2,030-81.7% | $6,735-94.5% | $1,588-76.6% |