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| Provider | Service type | Compensation |
|---|---|---|
SHAFFER CAPITAL ADVISERS, LLC3+ years Service code 28 · EIN 26-4439430 550 POLARIS PARKWAY · WESTERVILLE, OH 43082 | Investment Management | $82,163 |
ASPIRE FINANCIAL SERVICES3+ years Filed as: ASPIRE Service code 15 · EIN 27-1033755 | Recordkeeping | $27,670 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 14 545 METRO PLACE SOUTH · DUBLIN, OH 43017 | Plan Administrator | $4,678 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Tr... | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,567 | $75,284+24.3% | $91,004+2.8% | $69,631+34.4% |
| Participation rate | 41.0% | 80.4%-39.4pp | 75.6%-34.6pp | 70.7%-29.7pp |
| Annual return | 17.58% | 48.40%-30.8pp | 4.60%+13.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,143 | $2,473-53.8% | $2,456-53.5% | $2,032-43.8% |
| Participant deferral / active EE | $2,417 | $3,700-34.7% | $3,548-31.9% | $3,224-25.0% |
| Admin fee / account holder | $342 | $111+209.4% | $5,417-93.7% | $110+209.7% |