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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC7 years Filed as: PRIVATE ADVISOR GROUP Service code 99 · EIN 27-3463733 | Other Fees | $51,794 |
Service code 99 · EIN 47-2523848 | Other Fees | $32,626 |
E.R.I.S.A., INC.4 years Filed as: E.R.I.S.A., INC Service code 99 · EIN 36-3180571 | Other Fees | $6,880 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,758 | $71,142-13.2% | $119,634-48.4% | $64,824-4.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -14.82% | -10.01%-4.8pp | -14.98%+0.2pp | 32.84%-47.7pp |
| Employer contribution / active EE | $3,357 | $2,497+34.4% | $4,232-20.7% | $2,507+33.9% |
| Participant deferral / active EE | $4,013 | $4,490-10.6% | $5,601-28.3% | $4,311-6.9% |
| Admin fee / account holder | $319 | $162+96.9% | $10,329-96.9% | $188+69.9% |