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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,075 |
S B H U LIFE AGENCY INC2 years Filed as: S B H U LIFE AGENCY INC. Service code 49 | Other Services | $18,046 |
Service code 13 | Contract Administrator | $3,008 |
Filed as: UNIGLOBAL PENSION PLANNING, INC Service code 13 · EIN 13-3601506 | Contract Administrator | $2,250 |
S B H U LIFE AGENCY INC2 years 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 | $68,412 | $30,421+124.9% | $56,077+22.0% | $74,429-8.1% |
| Participation rate | 62.6% | 32.9%+29.7pp | 52.5%+10.1pp | 67.2%-4.6pp |
| Annual return | 15.46% | 24.94%-9.5pp | 1709.28%-1693.8pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $2,270 | $610+272.3% | $1,040+118.2% | $2,625-13.5% |
| Participant deferral / active EE | $5,159 | $1,175+339.0% | $1,954+164.0% | $4,348+18.6% |
| Admin fee / account holder | $309 | $2,363-86.9% | $2,825-89.1% | $1,944-84.1% |