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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $20,472 |
Filed as: RETIREWELL ADMINISTRATORS, LLC Service code 15 1002 LINCOLN DR W, STE E · MARLTON, NJ 080531533 | Recordkeeping | $5,728 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $3,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,345 | $65,435+9.0% | $86,677-17.7% | $66,914+6.6% |
| Participation rate | 35.8% | 75.5%-39.6pp | 76.6%-40.7pp | 69.8%-34.0pp |
| Annual return | -18.44% | -10.89%-7.6pp | 35.91%-54.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,733 | $4,100-57.7% | $4,656-62.8% | $4,237-59.1% |
| Admin fee / account holder | $301 | $642-53.1% | $7,493-96.0% | $593-49.3% |