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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,074 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $22,194 |
SENTINEL PENSION LLC1 year Service code 29 · EIN 72-0999988 | Legal | $6,500 |
JACKSON LEWIS P.C.2 years Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $5,487 |
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 | $54,065 | $101,591-46.8% | $147,096-63.2% | $74,429-27.4% |
| Participation rate | 78.8% | 75.5%+3.2pp | 82.2%-3.4pp | 67.2%+11.6pp |
| Annual return | 29.49% | 8746.45%-8717.0pp | 419.75%-390.3pp | 1368.38%-1338.9pp |
| Employer contribution / active EE | $2,792 | $3,813-26.8% | $4,936-43.4% | $2,625+6.4% |
| Participant deferral / active EE | $8,518 | $7,302+16.6% | $8,071+5.5% | $4,348+95.9% |
| Admin fee / account holder | $349 | $1,750-80.1% | $13,005-97.3% | $1,944-82.1% |