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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,518 |
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX ADVISORY SERVICES INC Service code 27 · EIN 75-2176682 | Advisory (Plan) | $17,214 |
E. PERRY1 year Filed as: PERRY & ASSOCIATES Service code 10 · EIN 55-0771624 | Accounting | $9,500 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 15 · EIN 81-3989034 | Recordkeeping | $3,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,194 | $59,456-15.6% | $93,681-46.4% | $74,400-32.5% |
| Participation rate | 61.3% | 59.6%+1.6pp | 68.7%-7.4pp | 67.2%-5.9pp |
| Annual return | 16.08% | 82.00%-65.9pp | 133.47%-117.4pp | 1367.51%-1351.4pp |
| Employer contribution / active EE | $1,272 | $1,266+0.5% | $2,422-47.5% | $2,624-51.5% |
| Participant deferral / active EE | $2,874 | $3,052-5.8% | $4,415-34.9% | $4,348-33.9% |
| Admin fee / account holder | $401 | $3,026-86.7% | $8,290-95.2% | $1,944-79.4% |