Filed July 23, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $42,347 |
PLANCHECK(K) CPAS LLC1 year Filed as: PLANCHECK CPAS Service code 99 · EIN 11-1000111 | Other Fees | $8,500 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,701 | $102,661-46.7% | $151,639-63.9% | $66,938-18.3% |
| Participation rate | 93.3% | 85.5%+7.8pp | 87.5%+5.8pp | 69.8%+23.5pp |
| Annual return | -11.84% | -10.81%-1.0pp | 3.34%-15.2pp | 1.58%-13.4pp |
| Employer contribution / active EE | $2,705 | $4,184-35.3% | $6,165-56.1% | $2,545+6.3% |
| Participant deferral / active EE | $3,663 | $6,645-44.9% | $8,363-56.2% | $4,238-13.6% |
| Admin fee / account holder | $459 | $630-27.2% | $11,613-96.0% | $594-22.7% |