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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $62,582 |
Service code 99 · EIN 47-1411118 | Other Fees | $26,000 |
WINDES, INC.3 years Filed as: WINDES Service code 99 · EIN 95-3001179 | Other Fees | $15,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,927 | $88,203-8.2% | $165,100-51.0% | $74,478+8.7% |
| Participation rate | 61.7% | 73.1%-11.4pp | 78.6%-16.9pp | 67.2%-5.5pp |
| Annual return | 16.16% | 17.13%-1.0pp | 70.21%-54.0pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $2,648 | $2,601+1.8% | $4,348-39.1% | $2,626+0.8% |
| Participant deferral / active EE | $6,610 | $4,505+46.7% | $6,035+9.5% | $4,350+51.9% |
| Admin fee / account holder | $313 | $2,235-86.0% | $12,696-97.5% | $1,946-83.9% |