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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,728 |
RIA ADVISORY GROUP LLC5 years Filed as: RIA ADVISORY GROUP Service code 27 · EIN 20-3199545 | Advisory (Plan) | $23,348 |
DEFINITI LLC2 years Service code 13 | Contract Administrator | $9,756 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 13 · EIN 85-0833363 | Contract Administrator | $4,467 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INC. 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 | $81,823 | $80,674+1.4% | $119,126-31.3% | $64,340+27.2% |
| Participation rate | 95.5% | 55.2%+40.2pp | 75.8%+19.7pp | 55.2%+40.2pp |
| Annual return | 4.19% | 26.86%-22.7pp | 282.11%-277.9pp | 24.14%-20.0pp |
| Employer contribution / active EE | $2,964 | $2,564+15.6% | $4,034-26.5% | $1,862+59.2% |
| Participant deferral / active EE | $4,288 | $3,053+40.4% | $5,318-19.4% | $2,980+43.9% |
| Admin fee / account holder | $414 | $4,559-90.9% | $10,693-96.1% | $3,703-88.8% |