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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLEN & CO Service code 27 · EIN 59-0913641 | Advisory (Plan) | $16,309 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,940 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,750 | $59,191-17.6% | $76,767-36.5% | $56,289-13.4% |
| Participation rate | 53.3% | 75.2%-21.9pp | 77.0%-23.7pp | 69.9%-16.6pp |
| Annual return | -7.58% | 6.62%-14.2pp | 2.43%-10.0pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,565 | $1,759-11.0% | $2,485-37.0% | $2,111-25.9% |
| Participant deferral / active EE | $2,865 | $3,255-12.0% | $3,852-25.6% | $3,350-14.5% |
| Admin fee / account holder | $318 | $489-35.0% | $6,675-95.2% | $521-39.0% |