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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,902 |
Filed as: CBIZ FINANCIAL SERVICES Service code 27 · EIN 52-1396995 | Advisory (Plan) | $31,546 |
LUTZ & COMPANY, PC3 years Filed as: LUTZ Service code 10 · EIN 47-0625816 | Accounting | $23,750 |
KUTAK ROCK LLP1 year Filed as: KUTAK ROCK LLP, Service code 29 · EIN 47-0597598 | Legal | $16,889 |
MARQUETTE ASSOCIATES1 year Service code 27 · EIN 36-3485298 | Advisory (Plan) | $12,092 |
MERTZ INSURANCE1 year Filed as: MERTZ INSURANCE GROUP Service code 10 · EIN 26-1441725 | Accounting | $7,259 |
PLUMBERS LOCAL 161 year Service code 13 · EIN 47-0822012 | Contract Administrator | $6,000 |
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 | $94,381 | $82,979+13.7% | $102,412-7.8% | $77,736+21.4% |
| Participation rate | 92.9% | 71.5%+21.4pp | 74.5%+18.4pp | 70.6%+22.3pp |
| Annual return | 25.77% | 19.11%+6.7pp | 24.94%+0.8pp | 31.26%-5.5pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,870-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,571 | $4,109+11.3% | $5,060-9.7% | $4,651-1.7% |
| Admin fee / account holder | $348 | $639-45.5% | $8,388-95.9% | $433-19.7% |