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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,117 |
RIA ADVISORY GROUP LLC3 years Filed as: RIA ADVISORY GROUP Service code 27 · EIN 20-3199545 | Advisory (Plan) | $19,150 |
RETIREMENT, LLC4 years Service code 13 | Contract Administrator | $3,439 |
RETIREMENT, LLC6 years Filed as: RETIREMENT, LLC SERIES TWO Service code 13 · EIN 26-3723532 | Contract Administrator | $2,121 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 27 | 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.
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 | $69,826 | $76,696-9.0% | $96,515-27.7% | $71,511-2.4% |
| Participation rate | 97.0% | 66.6%+30.4pp | 74.3%+22.6pp | 67.9%+29.1pp |
| Annual return | -5.23% | 48.32%-53.5pp | 35.73%-41.0pp | 28.86%-34.1pp |
| Employer contribution / active EE | $2,814 | $3,032-7.2% | $3,740-24.8% | $2,589+8.7% |
| Participant deferral / active EE | $3,784 | $3,770+0.4% | $4,880-22.4% | $4,291-11.8% |
| Admin fee / account holder | $352 | $2,030-82.6% | $6,735-94.8% | $1,588-77.8% |