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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OMNI 360 WEALTH INC Service code 27 · EIN 22-3436692 | Advisory (Plan) | $62,156 |
STALKER & ASSOCIATES, INC.3 years Service code 15 · EIN 23-2756743 | Recordkeeping | $37,981 |
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 | Recordkeeping | $11,944 |
UHY LLP1 year Service code 10 · EIN 20-0694403 | Accounting | $4,000 |
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 | $61,480 | $40,435+52.0% | $80,627-23.7% | $74,460-17.4% |
| Participation rate | 32.8% | 47.4%-14.5pp | 67.0%-34.2pp | 70.7%-37.9pp |
| Annual return | -10.14% | 165.19%-175.3pp | 936.76%-946.9pp | 34.38%-44.5pp |
| Employer contribution / active EE | $1,199 | $1,498-19.9% | $2,723-56.0% | $2,638-54.5% |
| Participant deferral / active EE | $2,944 | $2,673+10.1% | $4,443-33.7% | $4,530-35.0% |
| Admin fee / account holder | $516 | $721-28.5% | $5,381-90.4% | $348+48.3% |