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| Provider | Service type | Compensation |
|---|---|---|
DAVID L. BUCK, CPA2+ years Service code 10 · EIN 75-2988353 | Accounting | $5,500 |
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 | $20,262 | $36,916-45.1% | $156,551-87.1% | $57,658-64.9% |
| Participation rate | 17.5% | 63.4%-46.0pp | 84.0%-66.5pp | 70.2%-52.8pp |
| Annual return | 4.39% | 12.38%-8.0pp | 32.23%-27.8pp | 5.13%-0.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $430 | $1,926-77.7% | $4,871-91.2% | $3,061-85.9% |
| Admin fee / account holder | $431 | $82+421.9% | $13,028-96.7% | $95+355.4% |