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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS7+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $71,299 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $25,561 |
RSM US LLP7+ years Service code 10 · EIN 42-0714325 | Accounting | $25,347 |
GPB CORP1 year Filed as: GPB CORPORATION Service code 14 · EIN 43-1240518 | Plan Administrator | $19,519 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,179 | $64,176+54.5% | $112,263-11.7% | $66,949+48.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -17.47% | -13.80%-3.7pp | 27.49%-45.0pp | 1.57%-19.0pp |
| Employer contribution / active EE | $8,463 | $3,007+181.5% | $3,636+132.7% | $2,545+232.5% |
| Participant deferral / active EE | $1,270 | $3,694-65.6% | $4,729-73.1% | $4,239-70.0% |
| Admin fee / account holder | $416 | $626-33.5% | $6,410-93.5% | $594-29.9% |