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| Provider | Service type | Compensation |
|---|---|---|
BUDROS, RUHLIN & ROE, INC.6 years Filed as: BUDROS RUHLIN & ROE INC Service code 27 · EIN 31-1237051 | Advisory (Plan) | $20,529 |
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $16,701 |
Filed as: ARY ROEPCKE MULCHAEY PC Service code 10 · EIN 52-2370901 | Accounting | $9,200 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $1,200 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,236 | $29,546+9.1% | $56,441-42.9% | $77,671-58.5% |
| Participation rate | 12.2% | 32.7%-20.5pp | 52.5%-40.3pp | 70.6%-58.4pp |
| Annual return | 10.73% | 19.01%-8.3pp | 1704.21%-1693.5pp | 31.21%-20.5pp |
| Employer contribution / active EE | $273 | $568-52.0% | $1,039-73.8% | $2,726-90.0% |
| Participant deferral / active EE | $597 | $1,061-43.7% | $1,953-69.4% | $4,648-87.2% |
| Admin fee / account holder | $355 | $1,046-66.0% | $2,829-87.4% | $430-17.4% |