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| Provider | Service type | Compensation |
|---|---|---|
RAFFA WEALTH MANAGEMENT, LLC3 years Filed as: RAFFA WEALTH MANAGEMENT Service code 27 · EIN 20-3107658 | Advisory (Plan) | $36,512 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,955 |
Filed as: CBIZ Service code 10 · EIN 43-1947695 | Accounting | $9,360 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,322 | $54,705+350.3% | $71,209+245.9% | $84,808+190.4% |
| Participation rate | 96.7% | 64.1%+32.7pp | 73.8%+23.0pp | 68.3%+28.4pp |
| Annual return | 17.69% | 35.90%-18.2pp | 282.51%-264.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $9,714 | $2,158+350.1% | $2,721+257.0% | $2,631+269.2% |
| Participant deferral / active EE | $13,706 | $3,030+352.3% | $4,175+228.3% | $4,212+225.4% |
| Admin fee / account holder | $479 | $4,863-90.2% | $5,349-91.0% | $7,344-93.5% |