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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $101,801 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $81,727 |
ERISA SERVICES, INC.1 year Service code 15 · EIN 62-1200951 | Recordkeeping | $19,604 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,607 | $65,223-37.7% | $80,022-49.3% | $55,725-27.1% |
| Participation rate | 83.9% | 80.6%+3.4pp | 75.8%+8.1pp | 70.9%+13.1pp |
| Annual return | -4.74% | 7.59%-12.3pp | 11.22%-16.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $477 | $2,544-81.2% | $2,468-80.7% | $2,078-77.0% |
| Participant deferral / active EE | $2,263 | $3,881-41.7% | $3,686-38.6% | $3,356-32.5% |
| Admin fee / account holder | $646 | $114+465.5% | $6,521-90.1% | $115+460.7% |