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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $66,860 |
REHMANN ROBSON2 years Filed as: REHMANN FINANCIAL GROUP LLC Service code 27 · EIN 38-3567911 | Advisory (Plan) | $34,400 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $136,248 | $69,159+97.0% | $125,192+8.8% | $67,579+101.6% |
| Participation rate | 67.3% | 78.2%-10.9pp | 79.8%-12.5pp | 71.3%-4.0pp |
| Annual return | 19.66% | 27.12%-7.5pp | 43.79%-24.1pp | 378.56%-358.9pp |
| Employer contribution / active EE | $2,273 | $2,023+12.3% | $3,866-41.2% | $2,148+5.8% |
| Participant deferral / active EE | $2,730 | $3,700-26.2% | $4,937-44.7% | $3,539-22.9% |
| Admin fee / account holder | $318 | $142+124.6% | $9,704-96.7% | $142+123.8% |