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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $46,468 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,445 |
SENTINEL PENSION ADVISORS3 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $18,774 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND DOWNEY, P.A Service code 29 · EIN 52-1839270 | Legal | $15,184 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,991 | $51,620+122.8% | $90,281+27.4% | $65,185+76.4% |
| Participation rate | 96.6% | 68.6%+28.0pp | 73.3%+23.3pp | 70.2%+26.4pp |
| Annual return | 17.01% | 24.94%-7.9pp | 78.10%-61.1pp | 29.38%-12.4pp |
| Employer contribution / active EE | $7,788 | $2,235+248.5% | $2,854+172.8% | $2,177+257.8% |
| Participant deferral / active EE | $5,118 | $2,871+78.3% | $3,885+31.7% | $3,514+45.6% |
| Admin fee / account holder | $459 | $384+19.4% | $5,351-91.4% | $847-45.8% |