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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,056 |
HKMP3 years Service code 10 · EIN 13-4008185 | Accounting | $38,498 |
ADVISER INVESTMENTS2 years Filed as: ADVISOR INVESTMENTS LLC Service code 27 · EIN 27-4946566 | Advisory (Plan) | $35,895 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,402 | $88,203+72.8% | $165,100-7.7% | $74,478+104.6% |
| Participation rate | 93.4% | 73.1%+20.3pp | 78.6%+14.8pp | 67.2%+26.2pp |
| Annual return | 11.72% | 17.13%-5.4pp | 70.21%-58.5pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $4,214 | $2,601+62.1% | $4,348-3.1% | $2,626+60.5% |
| Participant deferral / active EE | $6,722 | $4,505+49.2% | $6,035+11.4% | $4,350+54.5% |
| Admin fee / account holder | $455 | $2,235-79.6% | $12,696-96.4% | $1,946-76.6% |