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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $92,875 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 | Consulting | $37,418 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS Service code 11 · EIN 06-1504963 | Actuarial | $7,582 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,084 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $187,361 | $58,895+218.1% | $178,503+5.0% | $73,497+154.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 11.79% | 24.86%-13.1pp | 151.12%-139.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $7,456 | $2,236+233.5% | $5,011+48.8% | $2,270+228.4% |
| Participant deferral / active EE | $7,752 | $2,567+202.0% | $5,202+49.0% | $3,740+107.3% |
| Admin fee / account holder | $484 | $400+20.8% | $13,987-96.5% | $513-5.7% |