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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $182,740 |
Filed as: LONG CPA, PLLC Service code 10 · EIN 81-1806291 | Accounting | $7,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,703-100.0% | $80,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 5.6%-5.6pp | 12.4%-12.4pp |
| Annual return | 11.28% | 9.49%+1.8pp | 15.31%-4.0pp | 9.89%+1.4pp |
| Employer contribution / active EE | $33,550 | $12,214+174.7% | $28,686+17.0% | $14,313+134.4% |
| Participant deferral / active EE | $0 | $74-100.0% | $126-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $547-100.0% | $456-100.0% | $9,084-100.0% |