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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,610 |
NEW WEALTH ADVISORS, LLC5 years Service code 27 · EIN 04-3540481 | Advisory (Plan) | $20,000 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,597 | $52,279+61.8% | $89,435-5.4% | $79,856+5.9% |
| Participation rate | 89.2% | 57.5%+31.7pp | 68.0%+21.3pp | 69.6%+19.6pp |
| Annual return | 12.94% | 22.16%-9.2pp | 245.55%-232.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $3,033 | $1,572+93.0% | $2,587+17.2% | $2,471+22.7% |
| Participant deferral / active EE | $7,778 | $2,740+183.8% | $3,890+99.9% | $3,741+107.9% |
| Admin fee / account holder | $355 | $3,356-89.4% | $4,884-92.7% | $5,306-93.3% |