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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 23-3034280 | Advisory (Plan) | $30,569 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,525 |
KREISCHER MILLER8+ years Filed as: KREISCHER MILLER CO Service code 10 · EIN 23-1980475 | Accounting | $12,210 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,616 | $72,620+70.2% | $90,756+36.2% | $66,930+84.7% |
| Participation rate | 95.0% | 73.7%+21.4pp | 75.7%+19.4pp | 69.8%+25.2pp |
| Annual return | -15.31% | -12.28%-3.0pp | -12.16%-3.2pp | 1.57%-16.9pp |
| Employer contribution / active EE | $923 | $2,369-61.0% | $2,922-68.4% | $2,545-63.7% |
| Participant deferral / active EE | $5,456 | $3,979+37.1% | $4,565+19.5% | $4,238+28.7% |
| Admin fee / account holder | $597 | $707-15.6% | $8,445-92.9% | $593+0.6% |