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| Provider | Service type | Compensation |
|---|---|---|
KMG FIDUCIARY PARTNERS, LLC2 years Filed as: KMG FIDUCIARY PARTNERS LLC Service code 27 · EIN 83-1985347 | Advisory (Plan) | $24,719 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,049 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,887 | $86,655-14.7% | $119,608-38.2% | $66,930+10.4% |
| Participation rate | 65.4% | 75.6%-10.1pp | 79.3%-13.8pp | 69.8%-4.4pp |
| Annual return | -18.39% | -8.00%-10.4pp | -14.98%-3.4pp | 1.57%-20.0pp |
| Employer contribution / active EE | $1,607 | $2,536-36.6% | $4,232-62.0% | $2,545-36.9% |
| Participant deferral / active EE | $4,722 | $4,358+8.4% | $5,601-15.7% | $4,238+11.4% |
| Admin fee / account holder | $309 | $755-59.1% | $10,326-97.0% | $593-48.0% |