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| Provider | Service type | Compensation |
|---|---|---|
TS&W INTERNATIONAL1 year Filed as: FM INTERNATIONAL Service code 15 · EIN 11-3416243 11 PROSPECT ST · HUNTINGTON, NY 11743 | Recordkeeping | $28,000 |
Filed as: LEAFHOUSE FINANCIAL Service code 27 · EIN 26-4311657 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Advisory (Plan) | $9,990 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,532 | $81,870+126.6% | $119,634+55.1% | $68,490+170.9% |
| Participation rate | 95.2% | 71.9%+23.3pp | 79.3%+16.0pp | 67.9%+27.3pp |
| Annual return | -11.71% | -23.82%+12.1pp | -14.98%+3.3pp | -7.85%-3.9pp |
| Employer contribution / active EE | $3,990 | $2,692+48.2% | $4,232-5.7% | $2,597+53.6% |
| Participant deferral / active EE | $8,620 | $4,148+107.8% | $5,601+53.9% | $4,028+114.0% |
| Admin fee / account holder | $380 | $6,583-94.2% | $10,329-96.3% | $5,403-93.0% |