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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $128,846 |
EMBREE FINANCIAL GROUP4 years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $67,954 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 | Contract Administrator | $10,601 |
Service code 13 · EIN 36-4430093 | Contract Administrator | $3,850 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,256 | $58,347+6.7% | $85,709-27.4% | $86,821-28.3% |
| Participation rate | 75.1% | 64.9%+10.2pp | 69.9%+5.3pp | 72.3%+2.8pp |
| Annual return | 17.78% | 18.43%-0.7pp | 21.49%-3.7pp | 97.94%-80.2pp |
| Employer contribution / active EE | $607 | $1,751-65.3% | $2,619-76.8% | $2,406-74.8% |
| Participant deferral / active EE | $5,289 | $3,065+72.5% | $3,924+34.8% | $4,132+28.0% |
| Admin fee / account holder | $339 | $147+129.6% | $6,876-95.1% | $170+99.6% |