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Daniel Poole · 2025 Comp Study

Draft Kestrel Manufacturing LLC

Describe the owner's work

Plain English — like you'd tell a colleague.

Dan runs the shop floor about half his time — scheduling jobs, quoting work, hiring. Maybe a quarter on sales calls and customer relationships, and the rest doing the books and payroll with our help.
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ShareholderDaniel Poole Annual hours ?2,400 Tax year ?2025
Years experience ?18 Geography ?Hartford-East Hartford, CT Data vintageMay 2025 Latest
Business descriptionPrecision metal fabrication, 22 employees Letterhead ?Firm default

Duty ledger

Add duty Weights 100%
DutySOC occupationTime % PercentileHourly Weighted
Production supervision & schedulingAI proposed 51-1011 — First-Line Supervisors 50 75th 38.42 19.21
Sales & customer relationshipsAI proposed 41-4012 — Sales Reps, Wholesale 25 50th 34.87 8.72
Bookkeeping & payroll administration 43-3031 — Bookkeeping Clerks 25 25th 21.94 5.49

Weighted contributions are rounded to the nearest cent; the composite rate is computed before rounding. Columns may not sum exactly.

Independent investor cross-check ?

Equity$1,240,000 Pre-comp profit$412,000 Required ROE % ?10
Passes — residual $232,984 (18.8% ROE) vs. required $124,000 (10% of equity)
Defensible annual compensation
$179,016
$74.59/hr × 2,400 hrs · Hartford-East Hartford, CT · May 2025
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The OEWS wage area every duty is priced against. It is the single largest driver of the result — the same duties in a different area produce a different compensation figure. Frozen once signed.

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Daniel Poole
  • Annual compensation locks at $179,016 ($74.59/hr composite)
  • All wage figures snapshot from the May 2025 vintage — future data loads never change this study
  • The memo renders to PDF and archives with a hash-chained audit trail
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BRIGHTWATER CPA
118 Chapel Street · Hartford, CT 06103

Reasonable Compensation Analysis

Daniel Poole · Kestrel Manufacturing LLC · Tax year 2025

Background

Precision metal fabrication, 22 employees. The shareholder works approximately 2,400 hours annually across production supervision, sales, and administrative functions.

Methodology

Compensation was determined by allocating the shareholder's time across distinct occupational functions and pricing each against published wage data for the Hartford-East Hartford, CT area (May 2025 vintage), at percentiles reflecting the shareholder's experience and responsibility.

Composite hourly rate$74.59
Annual compensation$179,016

Independent investor cross-check

After compensation, residual profit of $232,984 represents an 18.8% return on equity of $1,240,000, exceeding the 10% threshold.

Conclusion

The compensation stated above is reasonable for the services rendered.

Comp studies

Every study your firm has run, with its status and the year it covers.

ShareholderClientYearCompensationStatus
Daniel PooleKestrel Manufacturing LLC 2025$179,016 Draft
Sarah MitchellKestrel Manufacturing LLC 2024$164,200 Signed
Robert ChenNorthline Dental PC 2025$248,500 In review
T-COMP-02 · Aug 2026