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| Provider | Service type | Compensation |
|---|---|---|
BESEMANN VALENTINE, LLP2 years Filed as: BESEMANN VALENTINE LLP Service code 10 · EIN 45-2635340 | Accounting | $11,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,897 | $42,548+78.4% | $74,551+1.8% | $56,289+34.8% |
| Participation rate | 19.0% | 60.5%-41.5pp | 69.1%-50.2pp | 69.9%-50.9pp |
| Annual return | -8.06% | 12.40%-20.5pp | 32.53%-40.6pp | -9.96%+1.9pp |
| Employer contribution / active EE | $1 | $855-99.9% | $1,961-99.9% | $2,111-99.9% |
| Participant deferral / active EE | $2,094 | $2,277-8.0% | $3,108-32.6% | $3,350-37.5% |
| Admin fee / account holder | $348 | $467-25.6% | $5,059-93.1% | $521-33.3% |