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| Provider | Service type | Compensation |
|---|---|---|
WILSON IVANOVA CERTIFIED PUBLIC ACC1 year Service code 10 · EIN 47-1948460 | Accounting | $37,000 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $24,027 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,572 | $78,672-63.7% | $109,143-73.8% | $85,850-66.7% |
| Participation rate | 92.6% | 68.3%+24.4pp | 75.9%+16.8pp | 69.3%+23.3pp |
| Annual return | 12.37% | 25.09%-12.7pp | 25.75%-13.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $3,674 | $2,735+34.3% | $3,722-1.3% | $2,565+43.2% |
| Participant deferral / active EE | $3,557 | $3,467+2.6% | $4,653-23.6% | $3,952-10.0% |
| Admin fee / account holder | $744 | $5,469-86.4% | $6,752-89.0% | $6,260-88.1% |