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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.5+ years Service code 10 · EIN 95-2887986 | Accounting | $38,598 |
MORGENSTERN WAXMAN ELLERSHAW1 year Service code 10 · EIN 81-4670608 | Accounting | $18,557 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,393 | $58,512+61.3% | $84,015+12.4% | $72,985+29.3% |
| Participation rate | 64.3% | 61.2%+3.1pp | 69.0%-4.7pp | 69.5%-5.2pp |
| Annual return | 18.86% | 28.93%-10.1pp | 71.31%-52.4pp | 81.00%-62.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,192 | $2,394+33.3% | $3,239-1.5% | $3,607-11.5% |
| Admin fee / account holder | $773 | $4,569-83.1% | $6,101-87.3% | $5,124-84.9% |