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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION10+ years Service code 27 801 PARK AVEMUE · WINONA LAKE, IN 46590 | Advisory (Plan) | $48,796 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,879 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 | Contract Administrator | $10,000 |
Filed as: HAINES ISENBARGER & SKIBA, LLC Service code 10 4630-8 W JEFFERSON BLVD · FORT WAYNE, IN 46804 | Accounting | $10,000 |
Filed as: BENEFIT PLANS PLUS LLC Service code 13 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Contract Administrator | $6,908 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,425 | $122,063-28.4% | $184,256-52.6% | $74,478+17.4% |
| Participation rate | 89.9% | 85.5%+4.5pp | 86.8%+3.1pp | 67.2%+22.7pp |
| Annual return | 15.08% | 19.92%-4.8pp | 28.85%-13.8pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $1,225 | $4,539-73.0% | $6,427-80.9% | $2,626-53.4% |
| Participant deferral / active EE | $7,509 | $7,144+5.1% | $9,133-17.8% | $4,350+72.6% |
| Admin fee / account holder | $530 | $1,253-57.7% | $13,899-96.2% | $1,946-72.8% |