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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Direct paym... | $63,993 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,200 | $65,365-73.7% | $92,893-81.5% | $72,985-76.4% |
| Participation rate | 79.5% | 68.3%+11.2pp | 76.0%+3.5pp | 69.5%+10.0pp |
| Annual return | -0.15% | 42.10%-42.3pp | 109.41%-109.6pp | 81.00%-81.2pp |
| Employer contribution / active EE | $2,564 | $2,594-1.2% | $3,653-29.8% | $2,440+5.1% |
| Participant deferral / active EE | $3,113 | $3,128-0.5% | $4,236-26.5% | $3,607-13.7% |
| Admin fee / account holder | $820 | $4,251-80.7% | $5,794-85.8% | $5,124-84.0% |