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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $66,894 |
Service code 49 · EIN 13-4023176 | Other Services | $26,198 |
Filed as: ROSENFELD TORTU RETIREMENT PLANNING Service code 49 · EIN 13-3750275 | Other Services | $3,274 |
Filed as: WILLSHIRE ASSOCIATES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
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.)
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 | $138,017 | $549,947-74.9% | $177,840-22.4% | - |
| Participation rate | 62.6% | 87.8%-25.2pp | 87.7%-25.1pp | - |
| Annual return | 15.65% | 10.27%+5.4pp | 48.32%-32.7pp | - |
| Employer contribution / active EE | $0 | $3,110-100.0% | $5,919-100.0% | - |
| Participant deferral / active EE | $11,932 | $4,796+148.8% | $7,714+54.7% | - |
| Admin fee / account holder | $704 | $57,220-98.8% | $12,431-94.3% | - |