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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCCRACKEN STEMERMAN & HOLSBERRY LLP Service code 29 · EIN 94-1709555 | Legal | $64,496 |
Filed as: BENEFIT & RISK MANAGEMENT SERVICES Service code 13 · EIN 68-0306908 | Contract Administrator | $63,694 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $49,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,905 | $46,219-91.6% | $89,414-95.6% | $90,274-95.7% |
| Participation rate | 12.3% | 44.9%-32.5pp | 68.0%-55.6pp | 73.4%-61.0pp |
| Annual return | -15.71% | 25.71%-41.4pp | 245.50%-261.2pp | 53.97%-69.7pp |
| Employer contribution / active EE | $223 | $953-76.6% | $2,586-91.4% | $2,523-91.2% |
| Participant deferral / active EE | $0 | $2,136-100.0% | $3,890-100.0% | $4,231-100.0% |
| Admin fee / account holder | $609 | $147+314.8% | $4,883-87.5% | $114+433.9% |