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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $44,404 |
SEAN HUCKO, CPA, LLC4 years Service code 50 · EIN 47-4215315 | Direct Payment | $16,000 |
WESTMINSTER CONSULTING, LLC3 years Service code 50 · EIN 45-3679779 | Direct Payment | $12,500 |
HARTER SECREST & EMERY LLP5+ years Service code 50 · EIN 16-0766172 | Direct Payment | $9,886 |
MMA SECURITIES LLC1 year Filed as: MARSH USA INC. Service code 50 · EIN 36-1436000 | Direct Payment | $8,318 |
Filed as: WESTMINSTER CONSULTING LLC Service code 50 · EIN 45-3679779 | Direct Payment | $6,250 |
ALTA TRUST2 years Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BAIRD FUNDS1 year Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
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).
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 | $79,341 | $54,590+45.3% | $81,726-2.9% | $73,497+8.0% |
| Participation rate | 90.4% | 68.3%+22.1pp | 72.0%+18.4pp | 70.7%+19.7pp |
| Annual return | -8.31% | 17.74%-26.0pp | 29.49%-37.8pp | 28.51%-36.8pp |
| Employer contribution / active EE | $1,650 | $1,636+0.9% | $4,311-61.7% | $2,270-27.3% |
| Participant deferral / active EE | $2,727 | $2,759-1.1% | $7,108-61.6% | $3,740-27.1% |
| Admin fee / account holder | $530 | $592-10.5% | $5,160-89.7% | $513+3.2% |