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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,650 |
Service code 27 · EIN 84-4145534 | Advisory (Plan) | $12,956 |
SAMYN & MARTIN, LLC1 year Filed as: SAMYN & MARTIN LLC Service code 10 · EIN 43-1679261 | Accounting | $8,500 |
UBS FINANCIAL SERVICES INC2 years Service code 49 · EIN 51-0120742 | Other Services | $5,287 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,568 | $54,573+27.5% | $90,970-23.5% | $73,493-5.3% |
| Participation rate | 68.9% | 61.2%+7.7pp | 69.0%-0.1pp | 70.7%-1.8pp |
| Annual return | 13.91% | 16.69%-2.8pp | 134.58%-120.7pp | 28.51%-14.6pp |
| Employer contribution / active EE | $593 | $991-40.2% | $2,122-72.1% | $2,270-73.9% |
| Participant deferral / active EE | $3,788 | $2,517+50.5% | $3,373+12.3% | $3,740+1.3% |
| Admin fee / account holder | $519 | $521-0.5% | $5,960-91.3% | $513+1.1% |