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| Provider | Service type | Compensation |
|---|---|---|
BESEMANN VALENTINE, LLP1 year Filed as: BESEMANN CPAS & ADVISORS, LLP Service code 10 · EIN 45-2635340 | Accounting | $11,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,900 |
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.)
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 | $79,808 | $49,138+62.4% | $84,021-5.0% | $65,185+22.4% |
| Participation rate | 21.0% | 60.7%-39.7pp | 69.0%-48.0pp | 70.2%-49.2pp |
| Annual return | 22.23% | 23.00%-0.8pp | 71.32%-49.1pp | 29.38%-7.2pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,342 | $2,397-2.3% | $3,239-27.7% | $3,514-33.4% |
| Admin fee / account holder | $343 | $543-36.8% | $6,102-94.4% | $847-59.5% |