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| Provider | Service type | Compensation |
|---|---|---|
ROBINSON & COLE LLP3 years Filed as: ROBINSON, GRIMES AND COMPANY, P.C. Service code 10 · EIN 58-1374304 | Accounting | $6,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,742 | $55,470+231.2% | $155,556+18.1% | $74,478+146.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.47% | 269.80%-258.3pp | 64.84%-53.4pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $7,123 | $2,267+214.2% | $4,675+52.3% | $2,626+171.2% |
| Participant deferral / active EE | $5,111 | $2,838+80.1% | $5,631-9.2% | $4,350+17.5% |
| Admin fee / account holder | $582 | $1,744-66.6% | $15,885-96.3% | $1,946-70.1% |