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| Provider | Service type | Compensation |
|---|---|---|
KELLY FINANCIAL ADVISORS, LLC4 years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,069 | $79,171+18.8% | $102,423-8.2% | $74,495+26.3% |
| Participation rate | 87.7% | 74.8%+12.9pp | 76.5%+11.2pp | 67.2%+20.5pp |
| Annual return | 20.34% | 54.93%-34.6pp | 29.32%-9.0pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $5,640 | $2,362+138.7% | $3,023+86.5% | $2,623+115.0% |
| Participant deferral / active EE | $12,394 | $4,415+180.7% | $5,053+145.3% | $4,346+185.2% |
| Admin fee / account holder | $357 | $2,001-82.2% | $9,451-96.2% | $1,942-81.6% |