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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $73,461 |
PENSION ASSURANCE LLP6 years Filed as: PENSION PLANNING CONSULTANTS INC Service code 13 · EIN 85-0402842 | Contract Administrator | $11,111 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,892 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,577 | $45,123-41.1% | $85,240-68.8% | $74,478-64.3% |
| Participation rate | 90.1% | 49.4%+40.7pp | 67.5%+22.6pp | 67.2%+22.9pp |
| Annual return | 10.89% | 26.32%-15.4pp | 66.75%-55.9pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $2,945 | $1,459+101.9% | $2,735+7.7% | $2,626+12.1% |
| Participant deferral / active EE | $4,114 | $2,736+50.3% | $4,527-9.1% | $4,350-5.4% |
| Admin fee / account holder | $388 | $2,215-82.5% | $6,165-93.7% | $1,946-80.1% |