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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 | $45,626+55.4% | $94,105-24.6% | $64,097+10.6% |
| Participation rate | 94.3% | 48.0%+46.3pp | 71.9%+22.3pp | 55.2%+39.1pp |
| Annual return | 15.94% | 28.23%-12.3pp | 204.55%-188.6pp | 34.64%-18.7pp |
| Employer contribution / active EE | $473 | $1,171-59.6% | $2,504-81.1% | $1,891-75.0% |
| Participant deferral / active EE | $6,785 | $2,128+218.8% | $3,881+74.8% | $3,080+120.3% |
| Admin fee / account holder | $378 | $2,872-86.8% | $6,199-93.9% | $3,454-89.1% |