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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,517 |
SA STONE WEALTH MANAGEMENT3 years Filed as: SA STONE WEALTH MANAGEMENT INC. Service code 49 · EIN 75-2975513 | Other Services | $21,508 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 23-2986500 | Other Services | $4,298 |
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).
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 | $95,970 | $59,448+61.4% | $93,696+2.4% | $74,459+28.9% |
| Participation rate | 80.1% | 59.6%+20.5pp | 68.7%+11.4pp | 67.2%+12.9pp |
| Annual return | 9.02% | 82.11%-73.1pp | 133.74%-124.7pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $1,729 | $1,266+36.5% | $2,422-28.6% | $2,626-34.2% |
| Participant deferral / active EE | $3,716 | $3,052+21.8% | $4,417-15.9% | $4,350-14.6% |
| Admin fee / account holder | $380 | $3,027-87.5% | $8,287-95.4% | $1,945-80.5% |