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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $71,359 |
MAI CAPITAL MANAGEMENT, LLC2 years Service code 27 · EIN 61-1495162 | Advisory (Plan) | $36,677 |
PENSION ASSURANCE LLP3 years Filed as: PENSION SOLUTIONS, INC Service code 13 · EIN 73-1521434 | Contract Administrator | $19,095 |
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.)
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 | $109,178 | $55,446+96.9% | $155,574-29.8% | $74,429+46.7% |
| Participation rate | 99.4% | 61.9%+37.5pp | 78.2%+21.2pp | 67.2%+32.2pp |
| Annual return | 14.74% | 269.20%-254.5pp | 64.87%-50.1pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $6,532 | $2,266+188.2% | $4,676+39.7% | $2,625+148.8% |
| Participant deferral / active EE | $5,313 | $2,836+87.4% | $5,629-5.6% | $4,348+22.2% |
| Admin fee / account holder | $317 | $1,743-81.8% | $15,914-98.0% | $1,944-83.7% |