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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,512 |
Filed as: FRANCIS LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $35,280 |
VRAKAS S.C.1 year Filed as: VRAKAS CPAS AND ADVISORS Service code 10 · EIN 39-1453055 | Accounting | $10,500 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,779 | $78,607-13.8% | $105,624-35.8% | $74,478-9.0% |
| Participation rate | 92.5% | 72.8%+19.7pp | 75.3%+17.3pp | 67.2%+25.3pp |
| Annual return | 16.42% | 15.96%+0.5pp | 116.20%-99.8pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $325 | $2,523-87.1% | $3,168-89.7% | $2,626-87.6% |
| Participant deferral / active EE | $5,010 | $4,325+15.9% | $5,0130% | $4,350+15.2% |
| Admin fee / account holder | $453 | $2,220-79.6% | $10,961-95.9% | $1,946-76.7% |