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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC4 years Filed as: PRIVATE ADVISOR GROUP Service code 99 · EIN 86-1109193 | Other Fees | $80,364 |
Filed as: CONSULTING ACTUARIES INCORPORATED Service code 49 · EIN 22-1915571 330 PASSAIC AVENUE · FAIRFIELD, NJ 07004 | Other Services | $47,240 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $471,895 | $104,497+351.6% | $159,487+195.9% | $79,389+494.4% |
| Participation rate | 97.1% | 76.6%+20.5pp | 82.8%+14.3pp | 70.7%+26.4pp |
| Annual return | 16.75% | 67.98%-51.2pp | 263.71%-247.0pp | 116.89%-100.1pp |
| Employer contribution / active EE | $17,134 | $3,418+401.3% | $4,831+254.7% | $2,428+605.7% |
| Participant deferral / active EE | $9,576 | $6,468+48.0% | $7,354+30.2% | $4,046+136.7% |
| Admin fee / account holder | $351 | $711-50.6% | $10,804-96.7% | $626-43.9% |