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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,259 |
EL AL ISRAEL AIRLINES6 years Service code 10 · EIN 13-1626747 | Accounting | $28,500 |
Filed as: RAYMOND JAMES AND ASSOCI Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,945 |
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 | $96,742 | $51,207+88.9% | $70,565+37.1% | $75,177+28.7% |
| Participation rate | 91.9% | 61.0%+31.0pp | 68.4%+23.6pp | 67.2%+24.7pp |
| Annual return | 11.85% | 30.05%-18.2pp | 32.79%-20.9pp | 160.75%-148.9pp |
| Employer contribution / active EE | $1,416 | $1,826-22.5% | $2,976-52.4% | $2,671-47.0% |
| Participant deferral / active EE | $6,671 | $2,850+134.1% | $4,568+46.0% | $4,126+61.7% |
| Admin fee / account holder | $318 | $4,097-92.2% | $6,430-95.1% | $5,651-94.4% |