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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,812 |
SAFE ASSOCIATES, INC.1 year Filed as: SAFE MONEY SOLUTIONS, LLC Service code 27 · EIN 36-4839464 | Advisory (Plan) | $24,282 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,687 | $64,716+41.7% | $112,258-18.3% | $68,495+33.9% |
| Participation rate | 89.6% | 67.2%+22.4pp | 75.1%+14.5pp | 67.9%+21.7pp |
| Annual return | -10.36% | -11.40%+1.0pp | 27.47%-37.8pp | -7.84%-2.5pp |
| Employer contribution / active EE | $636 | $2,746-76.9% | $3,636-82.5% | $2,596-75.5% |
| Participant deferral / active EE | $6,793 | $3,565+90.5% | $4,728+43.7% | $4,028+68.7% |
| Admin fee / account holder | $343 | $5,232-93.4% | $6,411-94.6% | $5,403-93.6% |