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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,029 |
Filed as: ALLIANCE WEALTH ADVISORS, LLC Service code 17 · EIN 82-1809109 | Pension Consulting | $17,808 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,640 | $44,984-40.8% | $85,009-68.7% | $74,546-64.3% |
| Participation rate | 89.5% | 49.4%+40.1pp | 67.5%+22.0pp | 67.2%+22.3pp |
| Annual return | 19.38% | 26.25%-6.9pp | 66.47%-47.1pp | 1366.03%-1346.7pp |
| Employer contribution / active EE | $2,532 | $1,458+73.7% | $2,728-7.2% | $2,624-3.5% |
| Participant deferral / active EE | $3,398 | $2,733+24.3% | $4,522-24.8% | $4,347-21.8% |
| Admin fee / account holder | $311 | $2,208-85.9% | $6,153-94.9% | $1,944-84.0% |