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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION8+ years Service code 27 801 PARK AVEMUE · WINONA LAKE, IN 46590 | Advisory (Plan) | $46,293 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,549 |
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 | $9,700 |
Filed as: BENEFIT PLANS PLUS LLC Service code 13 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Contract Administrator | $4,251 |
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 | $49,889 | $102,661-51.4% | $151,639-67.1% | $66,938-25.5% |
| Participation rate | 88.8% | 85.5%+3.3pp | 87.5%+1.3pp | 69.8%+19.0pp |
| Annual return | -12.52% | -10.81%-1.7pp | 3.34%-15.9pp | 1.58%-14.1pp |
| Employer contribution / active EE | $890 | $4,184-78.7% | $6,165-85.6% | $2,545-65.0% |
| Participant deferral / active EE | $5,417 | $6,645-18.5% | $8,363-35.2% | $4,238+27.8% |
| Admin fee / account holder | $367 | $630-41.9% | $11,613-96.8% | $594-38.2% |