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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 | $80,332+1.9% | $107,187-23.7% | $64,097+27.7% |
| Participation rate | 95.5% | 54.4%+41.0pp | 75.0%+20.4pp | 55.2%+40.3pp |
| Annual return | 4.19% | 24.26%-20.1pp | 204.55%-200.4pp | 34.64%-30.5pp |
| Employer contribution / active EE | $2,964 | $2,501+18.5% | $3,782-21.6% | $1,891+56.7% |
| Participant deferral / active EE | $4,288 | $3,109+37.9% | $5,096-15.9% | $3,080+39.2% |
| Admin fee / account holder | $414 | $4,314-90.4% | $9,162-95.5% | $3,454-88.0% |