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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $52,834 |
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 28 · EIN 20-4751585 | Investment Management | $24,250 |
BLUM SHAPIRO1 year Filed as: BLUM, SHAPIRO & CO. PC Service code 16 · EIN 06-1009205 | Consulting | $10,200 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,207 | $73,404+54.2% | $87,103+30.0% | $67,582+67.5% |
| Participation rate | 48.1% | 80.9%-32.8pp | 76.9%-28.8pp | 71.3%-23.2pp |
| Annual return | 22.45% | 48.29%-25.8pp | 28.19%-5.7pp | 378.57%-356.1pp |
| Employer contribution / active EE | $1,099 | $2,014-45.4% | $2,521-56.4% | $2,148-48.8% |
| Participant deferral / active EE | $3,096 | $3,913-20.9% | $4,049-23.5% | $3,539-12.5% |
| Admin fee / account holder | $404 | $142+185.4% | $7,491-94.6% | $142+184.0% |