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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $102,277 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $81,461 |
ERISA SERVICES, INC.3 years Service code 15 · EIN 62-1200951 | Recordkeeping | $13,990 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,010 | $85,135-27.2% | $98,920-37.3% | $73,412-15.5% |
| Participation rate | 79.6% | 81.1%-1.6pp | 76.0%+3.5pp | 72.2%+7.4pp |
| Annual return | 17.49% | 19.14%-1.6pp | 196.47%-179.0pp | 59.30%-41.8pp |
| Employer contribution / active EE | $616 | $2,721-77.4% | $2,689-77.1% | $2,234-72.4% |
| Participant deferral / active EE | $2,423 | $4,349-44.3% | $4,245-42.9% | $3,806-36.3% |
| Admin fee / account holder | $747 | $139+436.3% | $6,643-88.8% | $158+373.0% |