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| Provider | Service type | Compensation |
|---|---|---|
SHAFFER CAPITAL ADVISERS, LLC1+ years Service code 28 · EIN 26-4439430 550 POLARIS PARKWAY · ADAMSVILLE, OH 43082 | Investment Management | $70,166 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE Service code 15 · EIN 27-1033755 | Recordkeeping | $23,454 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 14 545 METRO PLACE SOUTH · DUBLIN, OH 43017 | Plan Administrator | $6,772 |
TEGRIT GROUP1+ years Service code 14 · EIN 26-2068982 | Plan Administrator | $1,500 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (bank, trust company, or simi... | $0 |
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 | $60,628 | $62,324-2.7% | $68,509-11.5% | $55,191+9.8% |
| Participation rate | 86.1% | 78.9%+7.3pp | 74.7%+11.4pp | 69.2%+17.0pp |
| Annual return | -1.50% | 4.26%-5.8pp | 8.27%-9.8pp | 10.78%-12.3pp |
| Employer contribution / active EE | $1,292 | $2,223-41.9% | $2,278-43.3% | $1,899-32.0% |
| Participant deferral / active EE | $2,648 | $3,425-22.7% | $3,382-21.7% | $3,046-13.1% |
| Admin fee / account holder | $367 | $91+301.4% | $5,275-93.0% | $91+304.1% |