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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,673 |
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $36,032 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $13,998 |
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 | $138,420 | $76,696+80.5% | $96,538+43.4% | $71,529+93.5% |
| Participation rate | 93.3% | 66.6%+26.8pp | 74.3%+19.0pp | 67.9%+25.4pp |
| Annual return | 10.98% | 48.32%-37.3pp | 35.74%-24.8pp | 28.97%-18.0pp |
| Employer contribution / active EE | $1,169 | $3,032-61.4% | $3,740-68.7% | $2,590-54.9% |
| Participant deferral / active EE | $6,330 | $3,770+67.9% | $4,880+29.7% | $4,291+47.5% |
| Admin fee / account holder | $580 | $2,030-71.4% | $6,737-91.4% | $1,588-63.5% |