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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $64,187 |
FORTUNE 3602 years Filed as: FORTUNE FINANCIAL SERVICE INC. Service code 49 · EIN 25-1799740 | Other Services | $36,996 |
KENNETH RYAN1 year Filed as: KENNETH F HACKETT & ASSOC Service code 13 · EIN 65-0246402 | Contract Administrator | $8,406 |
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 | $76,510 | $61,172+25.1% | $185,851-58.8% | $79,389-3.6% |
| Participation rate | 97.0% | 66.6%+30.4pp | 81.7%+15.3pp | 70.7%+26.3pp |
| Annual return | 15.57% | 19.45%-3.9pp | 122.11%-106.5pp | 116.89%-101.3pp |
| Employer contribution / active EE | $4,281 | $2,321+84.5% | $5,168-17.2% | $2,428+76.3% |
| Participant deferral / active EE | $6,762 | $2,788+142.5% | $5,569+21.4% | $4,046+67.1% |
| Admin fee / account holder | $350 | $710-50.7% | $16,245-97.8% | $626-44.2% |