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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $146,781 |
EMBREE FINANCIAL GROUP6 years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $72,609 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 13 | Contract Administrator | $12,284 |
Service code 13 · EIN 36-4430093 | Contract Administrator | $10,714 |
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 | $59,503 | $49,693+19.7% | $70,544-15.7% | $74,460-20.1% |
| Participation rate | 82.2% | 64.7%+17.6pp | 68.4%+13.9pp | 70.7%+11.5pp |
| Annual return | 16.99% | 21.22%-4.2pp | 32.79%-15.8pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,437 | $1,773-19.0% | $2,976-51.7% | $2,638-45.5% |
| Participant deferral / active EE | $5,927 | $3,376+75.6% | $4,568+29.7% | $4,530+30.8% |
| Admin fee / account holder | $324 | $316+2.6% | $6,427-95.0% | $348-6.8% |