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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $98,475 |
CETERA ADVISOR NETWORKS LLC4 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $59,295 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $12,998 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,984 | $50,956+4.0% | $96,572-45.1% | $86,821-39.0% |
| Participation rate | 97.1% | 65.2%+31.8pp | 69.8%+27.2pp | 72.3%+24.8pp |
| Annual return | 9.49% | 21.27%-11.8pp | 37.79%-28.3pp | 97.94%-88.4pp |
| Employer contribution / active EE | $3,027 | $1,111+172.5% | $2,357+28.4% | $2,406+25.8% |
| Participant deferral / active EE | $5,489 | $2,954+85.8% | $3,850+42.6% | $4,132+32.8% |
| Admin fee / account holder | $331 | $166+99.1% | $6,183-94.7% | $170+94.9% |