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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 95-3706234 | Advisory (Participants) | $4,194,656 |
Filed as: PLANMEMBER FINANCIAL SERVICES Service code 12 · EIN 77-0309553 | Plan Administrator; Direct payment fr... | $570,702 |
Filed as: INSIGHT INVESTMENTS MANAGEMENT Service code 28 · EIN 52-1573723 | Investment Management | $240,730 |
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $159,030 |
MATRIX TRUST COMPANY5 years Service code 19 · EIN 75-3182674 | Securities Custodian | $136,784 |
Filed as: MCGANN SHEA CARNIVAL STRAUGHN &LAMB Service code 29 · EIN 41-1654544 | Legal | $99,641 |
USI CONSULTING GROUP3 years Filed as: USI INSURANCE SERVICES LLC Service code 22 · EIN 13-3771734 | Insurance Broker | $97,855 |
Filed as: PLANMEMBER SECURITIES CORP. Service code 27 · EIN 95-3706234 | Advisory (Plan) | $89,683 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 15 · EIN 27-2037969 | Recordkeeping | $43,897 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $40,000 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,300 | $47,766+394.7% | $82,768+185.5% | $64,829+264.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -3.99% | -13.06%+9.1pp | 702.70%-706.7pp | 32.85%-36.8pp |
| Employer contribution / active EE | $3,213 | $2,182+47.3% | $3,008+6.8% | $2,507+28.2% |
| Participant deferral / active EE | $8,291 | $3,332+148.8% | $4,395+88.7% | $4,312+92.3% |
| Admin fee / account holder | $2,001 | $143+1299.8% | $5,326-62.4% | $188+965.4% |