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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 | $55,446+231.4% | $155,574+18.1% | $74,429+146.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.47% | 269.20%-257.7pp | 64.87%-53.4pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $7,123 | $2,266+214.3% | $4,676+52.3% | $2,625+171.4% |
| Participant deferral / active EE | $5,111 | $2,836+80.2% | $5,629-9.2% | $4,348+17.5% |
| Admin fee / account holder | $582 | $1,743-66.6% | $15,914-96.3% | $1,944-70.1% |