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| Provider | Service type | Compensation |
|---|---|---|
HARTER SECREST & EMERY LLP1+ years Service code 50 · EIN 16-0766172 | Direct Payment | $20,028 |
WESTMINSTER CONSULTING, LLC1+ years Filed as: WESTMINSTER CONSULTING Service code 50 · EIN 45-3679779 | Direct Payment | $12,500 |
MMA SECURITIES LLC1+ years Filed as: MARSH USA INC Service code 22 · EIN 36-1436000 | Insurance Broker | $8,364 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,292 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $80,107 | $46,072+73.9% | $69,779+14.8% | $55,167+45.2% |
| Participation rate | 99.4% | 67.5%+32.0pp | 71.8%+27.6pp | 69.0%+30.4pp |
| Annual return | -2.98% | 8.68%-11.7pp | 12.99%-16.0pp | 169.23%-172.2pp |
| Employer contribution / active EE | $1,906 | $1,500+27.1% | $2,338-18.5% | $1,963-2.9% |
| Participant deferral / active EE | $2,692 | $2,344+14.9% | $2,931-8.1% | $3,054-11.8% |
| Admin fee / account holder | $696 | $428+62.8% | $4,381-84.1% | $504+38.2% |