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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LIMESTONE PENSION ASSOCIATES LLC Service code 15 · EIN 51-0383217 | Recordkeeping | $29,599 |
ISDANER & COMPANY, LLC1 year Filed as: ISDANER & COMPANY CPAS Service code 10 · EIN 23-6410283 | Accounting | $21,000 |
Filed as: BELFINT LYONS SHUMAN CPA Service code 10 · EIN 51-0232399 | Accounting | $20,000 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $19,073 |
LEVY RATNER1 year Filed as: LEVY WEALTH MANAGEMENT GROUP Service code 27 · EIN 45-5378898 | Advisory (Plan) | $10,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,058 | $55,423-71.0% | $155,602-89.7% | $74,400-78.4% |
| Participation rate | 40.3% | 61.9%-21.6pp | 78.2%-37.9pp | 67.2%-26.9pp |
| Annual return | 12.12% | 269.07%-256.9pp | 64.81%-52.7pp | 1367.51%-1355.4pp |
| Employer contribution / active EE | $921 | $2,266-59.3% | $4,675-80.3% | $2,624-64.9% |
| Participant deferral / active EE | $2,974 | $2,835+4.9% | $5,629-47.2% | $4,348-31.6% |
| Admin fee / account holder | $752 | $1,744-56.9% | $15,923-95.3% | $1,944-61.3% |