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| Provider | Service type | Compensation |
|---|---|---|
THE INVESTMENT CENTER INC2+ years Filed as: THE INVESTMENT CENTER, INC. Service code 26 | Advisory (Participants) | $318,019 |
RPG CONSULTANTS2+ years Service code 15 · EIN 13-4077182 1245 HEWLETT PLAZA · HEWLETT, NY 11557 | Recordkeeping | $199,396 |
LT TRUST COMPANY2+ years Filed as: MG TRUST COMPANY Service code 18 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Custodial (other than securities); Cu... | $37,101 |
QBOX FIDUCIARY SOLUTIONS, LLC2+ years Service code 31 · EIN 46-2486380 1020 EAST DUPONT ROAD · FORT WAYNE, IN 46825 | Named fiduciary | $35,354 |
AUSTIN 3(16) FIDUCIARY LIMITED2+ years Service code 31 · EIN 46-2981114 119 ELAINE DRIVE · OCEANSIDE, NY 11572 | Named fiduciary | $20,808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $56,812 | $113,568-50.0% | $67,560-15.9% | $200,096-71.6% |
| Participation rate | 58.8% | 73.3%-14.6pp | 72.9%-14.2pp | 72.0%-13.2pp |
| Annual return | 15.04% | 15.88%-0.8pp | 3533.50%-3518.5pp | 34.26%-19.2pp |
| Employer contribution / active EE | $223 | $3,409-93.5% | $2,737-91.9% | $3,038-92.7% |
| Participant deferral / active EE | $5,595 | $4,163+34.4% | $4,004+39.7% | $5,090+9.9% |
| Admin fee / account holder | $469 | $102+357.7% | $3,994-88.3% | $269+74.0% |