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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $89,953 |
ARISTA ADVISORY GROUP2+ years Service code 99 · EIN 82-4140558 | Other Fees | $22,123 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,681 | $89,123-80.2% | $102,460-82.7% | $77,762-77.3% |
| Participation rate | 91.0% | 80.9%+10.0pp | 76.5%+14.4pp | 70.6%+20.4pp |
| Annual return | 11.77% | 25.05%-13.3pp | 29.47%-17.7pp | 31.27%-19.5pp |
| Employer contribution / active EE | $1,028 | $2,700-61.9% | $3,025-66.0% | $2,728-62.3% |
| Participant deferral / active EE | $3,592 | $5,148-30.2% | $5,056-29.0% | $4,651-22.8% |
| Admin fee / account holder | $208 | $236-11.8% | $9,460-97.8% | $433-51.9% |