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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4517541 | Advisory (Plan) | $51,048 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,638 |
WEGNER CPAS, LLP1 year Filed as: WEGNER CPAS Service code 10 · EIN 39-0974031 | Accounting | $14,250 |
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).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,920 | $49,657+42.8% | $93,063-23.8% | $67,986+4.3% |
| Participation rate | 94.3% | 49.9%+44.3pp | 72.1%+22.2pp | 57.2%+37.1pp |
| Annual return | 15.94% | 26.27%-10.3pp | 34.15%-18.2pp | 31.67%-15.7pp |
| Employer contribution / active EE | $473 | $1,279-63.0% | $2,476-80.9% | $2,019-76.6% |
| Participant deferral / active EE | $6,785 | $2,484+173.1% | $3,958+71.4% | $3,358+102.0% |
| Admin fee / account holder | $378 | $2,843-86.7% | $6,033-93.7% | $3,203-88.2% |