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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 | $45,123-41.0% | $85,240-68.7% | $74,478-64.2% |
| Participation rate | 89.5% | 49.4%+40.2pp | 67.5%+22.0pp | 67.2%+22.3pp |
| Annual return | 19.38% | 26.32%-6.9pp | 66.75%-47.4pp | 1370.56%-1351.2pp |
| Employer contribution / active EE | $2,532 | $1,459+73.6% | $2,735-7.4% | $2,626-3.6% |
| Participant deferral / active EE | $3,398 | $2,736+24.2% | $4,527-24.9% | $4,350-21.9% |
| Admin fee / account holder | $311 | $2,215-86.0% | $6,165-95.0% | $1,946-84.0% |