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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $123,735 |
WITHUMSMITH+BROWN, PC3 years Filed as: RUBIN BROWN, LLP Service code 10 · EIN 43-0756316 | Accounting | $35,997 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,047 |
RUBINBROWN LLP1 year Service code 10 · EIN 45-3183193 | Accounting | $29,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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 | $38,978 | $50,151-22.3% | $149,696-74.0% | $80,157-51.4% |
| Participation rate | 21.1% | 64.3%-43.2pp | 78.8%-57.7pp | 72.9%-51.8pp |
| Annual return | 11.55% | 29.80%-18.3pp | 134.46%-122.9pp | 40.39%-28.8pp |
| Employer contribution / active EE | $1 | $1,867-99.9% | $4,821-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $855 | $3,194-73.2% | $5,682-85.0% | $5,015-83.0% |
| Admin fee / account holder | $423 | $153+176.8% | $13,212-96.8% | $145+191.5% |