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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,741 |
Filed as: MACROVIEW INVESTMENT MANAGEMENT LLC Service code 27 · EIN 26-4133685 | Advisory (Plan) | $15,784 |
RYAN & MANN LLC1 year Service code 10 · EIN 92-1104525 | Accounting | $6,500 |
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 | $55,275 | $101,672-45.6% | $147,117-62.4% | $74,478-25.8% |
| Participation rate | 72.3% | 75.5%-3.2pp | 82.2%-9.9pp | 67.2%+5.1pp |
| Annual return | 15.13% | 8757.83%-8742.7pp | 420.54%-405.4pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $3,138 | $3,813-17.7% | $4,932-36.4% | $2,626+19.5% |
| Participant deferral / active EE | $6,540 | $7,305-10.5% | $8,065-18.9% | $4,350+50.3% |
| Admin fee / account holder | $520 | $1,753-70.3% | $12,993-96.0% | $1,946-73.3% |