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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,307 |
SAFE ASSOCIATES, INC.3 years Filed as: SAFE MONEY SOLUTIONS, LLC Service code 27 · EIN 36-4839464 | Advisory (Plan) | $23,906 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,613 | $80,748+24.6% | $102,383-1.7% | $74,429+35.2% |
| Participation rate | 85.7% | 65.7%+20.0pp | 74.5%+11.2pp | 67.2%+18.5pp |
| Annual return | 10.08% | 27.57%-17.5pp | 24.94%-14.9pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $623 | $3,159-80.3% | $3,870-83.9% | $2,625-76.2% |
| Participant deferral / active EE | $7,322 | $3,861+89.6% | $5,060+44.7% | $4,348+68.4% |
| Admin fee / account holder | $374 | $2,371-84.2% | $8,391-95.5% | $1,944-80.7% |