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| Provider | Service type | Compensation |
|---|---|---|
DAVID L. BUCK, CPA1+ years Service code 10 · EIN 75-2988353 | Accounting | $5,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $20,301 | $37,117-45.3% | $147,617-86.2% | $55,191-63.2% |
| Participation rate | 15.0% | 63.6%-48.7pp | 84.6%-69.7pp | 69.2%-54.2pp |
| Annual return | -2.75% | 3.44%-6.2pp | 61.98%-64.7pp | 10.78%-13.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $380 | $1,985-80.8% | $4,895-92.2% | $3,046-87.5% |
| Admin fee / account holder | $424 | $86+396.0% | $11,612-96.3% | $91+367.5% |