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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $54,526 |
LARA MAY & ASSOCIATES LLC2 years Filed as: LARA, MAY & ASSOCIATES, LLC Service code 55 | Other Commissions | $30,918 |
LARA MAY & ASSOCIATES LLC2 years Filed as: LARA, MAY & ASSOCIATES Service code 55 7600 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,326 | $53,128+164.1% | $86,582+62.1% | $70,126+100.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.33% | 27.66%-13.3pp | 965.08%-950.8pp | 73.15%-58.8pp |
| Employer contribution / active EE | $249 | $2,068-87.9% | $2,839-91.2% | $2,343-89.4% |
| Participant deferral / active EE | $7,813 | $2,695+189.9% | $3,609+116.5% | $3,332+134.5% |
| Admin fee / account holder | $371 | $3,584-89.6% | $4,904-92.4% | $4,645-92.0% |