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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 52-2145906 810 E. COLLEGE PARKWAY · ANNAPOLIS, MD 21409 | Advisory (Plan) | $63,190 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $33,229 |
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 | $94,069 | $79,223+18.7% | $102,460-8.2% | $74,478+26.3% |
| Participation rate | 87.7% | 74.8%+12.9pp | 76.5%+11.2pp | 67.2%+20.4pp |
| Annual return | 20.34% | 54.98%-34.6pp | 29.47%-9.1pp | 1370.56%-1350.2pp |
| Employer contribution / active EE | $5,640 | $2,363+138.6% | $3,025+86.4% | $2,626+114.7% |
| Participant deferral / active EE | $12,394 | $4,417+180.6% | $5,056+145.1% | $4,350+184.9% |
| Admin fee / account holder | $357 | $2,003-82.2% | $9,460-96.2% | $1,946-81.6% |