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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSETMARK Service code 15 · EIN 86-0898056 | Recordkeeping | $67,594 |
KIMBERLIN COMPANY, PLLC1 year Service code 13 · EIN 45-5497718 | Contract Administrator | $15,250 |
Filed as: MATTHEWS, GOLD, KENNEDY SNOW, INC. Service code 13 · EIN 86-1001235 | Contract Administrator | $8,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,073 | $95,417-65.3% | $135,974-75.7% | $74,460-55.6% |
| Participation rate | 52.7% | 78.2%-25.5pp | 81.9%-29.2pp | 70.7%-18.0pp |
| Annual return | 19.62% | 32.76%-13.1pp | 68.30%-48.7pp | 34.38%-14.8pp |
| Employer contribution / active EE | $1,496 | $3,878-61.4% | $4,859-69.2% | $2,638-43.3% |
| Participant deferral / active EE | $3,963 | $7,789-49.1% | $7,760-48.9% | $4,530-12.5% |
| Admin fee / account holder | $457 | $266+71.8% | $10,767-95.8% | $348+31.5% |