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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,006 |
S B H U LIFE AGENCY INC1 year Filed as: S B H U LIFE AGENCY INC. Service code 49 | Other Services | $12,494 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $0 |
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.)
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 | $73,729 | $27,800+165.2% | $58,561+25.9% | $71,511+3.1% |
| Participation rate | 54.0% | 34.6%+19.4pp | 50.9%+3.2pp | 67.9%-13.9pp |
| Annual return | 17.67% | 26.80%-9.1pp | 4251.33%-4233.7pp | 28.86%-11.2pp |
| Employer contribution / active EE | $1,754 | $632+177.7% | $1,053+66.5% | $2,589-32.3% |
| Participant deferral / active EE | $4,848 | $1,208+301.3% | $1,923+152.1% | $4,291+13.0% |
| Admin fee / account holder | $306 | $1,637-81.3% | $2,520-87.9% | $1,588-80.7% |