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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $329,208 |
Filed as: CAMMACK LARHETTE Service code 27 · EIN 20-4668732 | Advisory (Plan) | $38,837 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $24,099 |
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.)
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,288 | $44,007-33.4% | $154,110-81.0% | $68,904-57.5% |
| Participation rate | 2.0% | 70.0%-68.0pp | 83.0%-81.0pp | 74.1%-72.1pp |
| Annual return | -90.25% | 8.15%-98.4pp | 735.22%-825.5pp | 1.07%-91.3pp |
| Employer contribution / active EE | $269 | $1,732-84.5% | $5,298-94.9% | $2,540-89.4% |
| Participant deferral / active EE | $2,954 | $2,813+5.0% | $5,081-41.9% | $4,015-26.4% |
| Admin fee / account holder | $1,057 | $65+1532.3% | $13,412-92.1% | $71+1382.4% |