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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $94,111 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $42,750 |
COMPASS 360, LLC1 year Service code 15 · EIN 81-1939215 | Recordkeeping | $2,925 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $119,261 | $75,284+58.4% | $91,004+31.1% | $69,631+71.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 18.10% | 48.40%-30.3pp | 4.60%+13.5pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $4,624 | $2,473+87.0% | $2,456+88.3% | $2,032+127.5% |
| Participant deferral / active EE | $7,932 | $3,700+114.4% | $3,548+123.6% | $3,224+146.1% |
| Admin fee / account holder | $405 | $111+266.5% | $5,417-92.5% | $110+266.9% |