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| Provider | Service type | Compensation |
|---|---|---|
TANNER LLC2 years Filed as: TANNER Service code 10 · EIN 20-2253063 | Accounting | $18,257 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,451 |
BAUER CAPTAIN AND JOHNSON4+ years Service code 27 6720 N. SCOTTSDALE RD. · SCOTTSDALE, AZ 85253 | Advisory (Plan) | $13,308 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,982 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,186 | $57,384-2.1% | $106,387-47.2% | $56,287-0.2% |
| Participation rate | 72.8% | 71.3%+1.5pp | 77.5%-4.6pp | 69.9%+3.0pp |
| Annual return | -8.97% | 5.91%-14.9pp | 0.25%-9.2pp | -9.96%+1.0pp |
| Employer contribution / active EE | $2,147 | $2,348-8.6% | $3,520-39.0% | $2,111+1.7% |
| Participant deferral / active EE | $4,992 | $3,799+31.4% | $5,421-7.9% | $3,350+49.0% |
| Admin fee / account holder | $386 | $566-31.9% | $7,510-94.9% | $521-25.9% |