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| Provider | Service type | Compensation |
|---|---|---|
QUORUM CONSULTING GROUP8 years Service code 15 4440 ASH GROVE, SUITE A · SPRINGFIELD, IL 62711 | Recordkeeping | $16,600 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 230 WEST MONROE ST., SUITE 310 · CHICAGO, IL 60606 | Accounting | $15,000 |
SLEVIN & HART, P.C.8 years Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $12,506 |
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.)
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 | $81,930 | $58,312+40.5% | $86,656-5.5% | $71,529+14.5% |
| Participation rate | 52.1% | 65.0%-12.9pp | 71.7%-19.6pp | 67.9%-15.8pp |
| Annual return | 18.20% | 24.08%-5.9pp | 593.09%-574.9pp | 28.97%-10.8pp |
| Employer contribution / active EE | $443 | $2,576-82.8% | $3,025-85.4% | $2,590-82.9% |
| Participant deferral / active EE | $3,803 | $3,439+10.6% | $4,439-14.3% | $4,291-11.4% |
| Admin fee / account holder | $406 | $1,057-61.6% | $5,619-92.8% | $1,588-74.5% |