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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,766 |
COHN REZNICK LLP1 year Filed as: COHN RESNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $17,499 |
Service code 49 · EIN 52-2114207 | Other Services | $14,491 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,939 | $73,102+20.3% | $123,552-28.8% | $56,287+56.2% |
| Participation rate | 37.0% | 74.3%-37.3pp | 82.3%-45.3pp | 69.9%-32.8pp |
| Annual return | -8.57% | 3.01%-11.6pp | 119.20%-127.8pp | -9.96%+1.4pp |
| Employer contribution / active EE | $1,270 | $2,977-57.3% | $4,628-72.5% | $2,111-39.8% |
| Participant deferral / active EE | $2,572 | $5,423-52.6% | $6,426-60.0% | $3,350-23.2% |
| Admin fee / account holder | $939 | $554+69.6% | $9,285-89.9% | $521+80.3% |