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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $58,812 |
Service code 99 · EIN 61-1758632 | Other Fees | $37,444 |
PRIDA, GUIDA & PEREZ, P.A.3 years Filed as: PRIDA, GUIDA & PEREZ, P.A Service code 10 · EIN 59-1978917 | Accounting | $11,000 |
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 | $36,074 | $59,467-39.3% | $93,727-61.5% | $74,478-51.6% |
| Participation rate | 86.0% | 59.6%+26.4pp | 68.7%+17.3pp | 67.2%+18.8pp |
| Annual return | 11.60% | 82.14%-70.5pp | 133.83%-122.2pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $851 | $1,267-32.9% | $2,421-64.9% | $2,626-67.6% |
| Participant deferral / active EE | $4,846 | $3,052+58.8% | $4,417+9.7% | $4,350+11.4% |
| Admin fee / account holder | $308 | $3,028-89.8% | $8,292-96.3% | $1,946-84.2% |