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| Provider | Service type | Compensation |
|---|---|---|
HOLTZMAN PARTNERS, LLP1 year Service code 10 · EIN 74-3121060 | Accounting | $14,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,869 |
Filed as: CBIZ SAVITZ Service code 14 · EIN 31-1582098 | Plan Administrator | $7,748 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 27 · EIN 31-1396995 | Advisory (Plan) | $7,500 |
Participant 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.)
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 | $53,281 | $47,944+11.1% | $67,834-21.5% | $62,881-15.3% |
| Participation rate | 97.9% | 61.1%+36.8pp | 68.8%+29.1pp | 69.3%+28.6pp |
| Annual return | 8.70% | 11.77%-3.1pp | 138.47%-129.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $3,191 | $1,562+104.3% | $2,403+32.8% | $2,281+39.9% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $339 | $3,712-90.9% | $4,622-92.7% | $4,296-92.1% |