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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $12,605 |
FIDUCIARY ADMINISTRATORS1 year Filed as: FIDUCIARY ADMINISTRATORS LLC Service code 14 · EIN 81-2053326 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Plan Administrator | $5,445 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,943 | $80,753+16.3% | $136,298-31.1% | $62,293+50.8% |
| Participation rate | 68.5% | 73.5%-5.0pp | 81.9%-13.4pp | 69.5%-1.0pp |
| Annual return | 14.89% | 35.83%-20.9pp | 5156.27%-5141.4pp | 28.90%-14.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,475 | $5,164+44.7% | $6,247+19.7% | $3,169+135.9% |
| Admin fee / account holder | $702 | $525+33.6% | $9,244-92.4% | $479+46.4% |