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| Provider | Service type | Compensation |
|---|---|---|
ROBINSON & COLE LLP1 year Filed as: ROBINSON, GRIMES AND COMPANY, P.C. Service code 10 · EIN 58-1374304 | Accounting | $14,000 |
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 | $149,985 | $216,269-30.6% | $143,797+4.3% | - |
| Participation rate | 97.0% | 60.2%+36.8pp | 80.3%+16.7pp | - |
| Annual return | -9.10% | -15.44%+6.3pp | -0.04%-9.1pp | - |
| Employer contribution / active EE | $6,279 | $1,888+232.6% | $4,952+26.8% | - |
| Participant deferral / active EE | $4,731 | $2,498+89.4% | $5,638-16.1% | - |
| Admin fee / account holder | $529 | $36,574-98.6% | $14,679-96.4% | - |