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| Provider | Service type | Compensation |
|---|---|---|
MCMULLEN MCPHEE2 years Filed as: MCMULLEN MCPHEE & COMPANY LLC Service code 10 · EIN 88-0181596 | Accounting | $23,200 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,043 | $101,653-74.4% | $147,080-82.3% | $74,459-65.0% |
| Participation rate | 79.5% | 75.6%+3.9pp | 82.2%-2.7pp | 67.2%+12.3pp |
| Annual return | 13.94% | 8754.98%-8741.0pp | 420.17%-406.2pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $3,371 | $3,813-11.6% | $4,933-31.7% | $2,626+28.4% |
| Participant deferral / active EE | $5,185 | $7,304-29.0% | $8,066-35.7% | $4,350+19.2% |
| Admin fee / account holder | $351 | $1,752-80.0% | $12,989-97.3% | $1,945-82.0% |