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| Provider | Service type | Compensation |
|---|---|---|
ADVISOR RESOURCE COUNCIL1 year Filed as: ADVISOR Service code 27 · EIN 38-3466149 | Advisory (Plan) | $38,077 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,513 |
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).
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 | $249,125 | $100,801+147.1% | $149,745+66.4% | $73,412+239.4% |
| Participation rate | 0.0% | 77.7%-77.7pp | 82.5%-82.5pp | 72.2%-72.2pp |
| Annual return | 31.24% | 265.34%-234.1pp | 276.72%-245.5pp | 59.30%-28.1pp |
| Employer contribution / active EE | $1,439 | $3,312-56.6% | $4,646-69.0% | $2,234-35.6% |
| Participant deferral / active EE | $6,642 | $6,404+3.7% | $6,843-2.9% | $3,806+74.5% |
| Admin fee / account holder | $792 | $181+337.9% | $9,312-91.5% | $158+401.5% |