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| Provider | Service type | Compensation |
|---|---|---|
DUFRESNE & ASSOCIATES, CPA, PA1+ years Service code 10 · EIN 59-3234057 | Accounting | $7,000 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $1,012 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,039 | $52,678-54.4% | $75,784-68.3% | $59,633-59.7% |
| Participation rate | 81.6% | 67.2%+14.4pp | 75.8%+5.8pp | 68.7%+12.9pp |
| Annual return | -4.95% | 2.95%-7.9pp | 9.68%-14.6pp | 2041.40%-2046.3pp |
| Employer contribution / active EE | $10 | $2,193-99.6% | $3,323-99.7% | $2,203-99.6% |
| Participant deferral / active EE | $1,396 | $2,591-46.1% | $3,652-61.8% | $3,192-56.3% |
| Admin fee / account holder | $305 | $3,610-91.5% | $5,300-94.2% | $4,297-92.9% |