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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,274 |
MMA SECURITIES LLC1 year Service code 13 · EIN 52-2189187 | Contract Administrator | $21,671 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH&BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $16,638 |
STAMBAUGH NESS PC1 year Filed as: STAMBAUGH NESS Service code 10 · EIN 23-2846715 | Accounting | $10,500 |
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 | $212,247 | $84,493+151.2% | $125,381+69.3% | $66,938+217.1% |
| Participation rate | 99.0% | 76.4%+22.6pp | 82.4%+16.6pp | 69.8%+29.2pp |
| Annual return | -19.15% | -8.49%-10.7pp | 572.31%-591.5pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,446 | $3,554-59.3% | $4,815-70.0% | $2,545-43.2% |
| Participant deferral / active EE | $11,930 | $6,783+75.9% | $7,448+60.2% | $4,238+181.5% |
| Admin fee / account holder | $970 | $685+41.6% | $10,007-90.3% | $594+63.4% |