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| Provider | Service type | Compensation |
|---|---|---|
HOLTZMAN PARTNERS, LLP2 years Service code 10 · EIN 74-3121060 | Accounting | $11,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,112 |
Filed as: CBIZ SAVITZ Service code 14 · EIN 31-1582098 | Plan Administrator | $8,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $83,925 | $46,297+81.3% | $71,671+17.1% | $62,293+34.7% |
| Participation rate | 51.9% | 60.6%-8.7pp | 68.7%-16.8pp | 69.5%-17.6pp |
| Annual return | 12.66% | 22.32%-9.7pp | 20.65%-8.0pp | 28.90%-16.2pp |
| Employer contribution / active EE | $3,425 | $1,412+142.6% | $2,460+39.2% | $2,042+67.7% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $435 | $461-5.6% | $5,558-92.2% | $479-9.3% |