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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,417 |
Filed as: ALDRICH ADVISORS Service code 10 · EIN 93-0623286 | Accounting | $14,500 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,097 | $78,682-35.1% | $109,188-53.2% | $85,851-40.5% |
| Participation rate | 89.1% | 68.3%+20.8pp | 75.9%+13.2pp | 69.3%+19.7pp |
| Annual return | 15.24% | 25.09%-9.9pp | 25.76%-10.5pp | 318.63%-303.4pp |
| Employer contribution / active EE | $15,205 | $2,734+456.2% | $3,723+308.4% | $2,565+492.7% |
| Participant deferral / active EE | $483 | $3,468-86.1% | $4,654-89.6% | $3,952-87.8% |
| Admin fee / account holder | $338 | $5,470-93.8% | $6,755-95.0% | $6,261-94.6% |