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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,482 |
SC&H ATTEST SERVICES, P.C.3 years Filed as: SC& H ATTEST SERVICES Service code 10 · EIN 52-1743645 | Accounting | $25,854 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,970 | $34,634-42.3% | $77,096-74.1% | $64,819-69.2% |
| Participation rate | 19.5% | 49.8%-30.3pp | 67.9%-48.4pp | 71.5%-52.0pp |
| Annual return | -14.77% | -5.31%-9.5pp | 42.35%-57.1pp | 32.84%-47.6pp |
| Employer contribution / active EE | $786 | $1,385-43.2% | $2,814-72.1% | $2,507-68.6% |
| Participant deferral / active EE | $202 | $2,553-92.1% | $4,429-95.4% | $4,311-95.3% |
| Admin fee / account holder | $313 | $178+75.7% | $5,428-94.2% | $188+66.8% |