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| Provider | Service type | Compensation |
|---|---|---|
OXFORD FINANCIAL GROUP, LTD3+ years Filed as: OXFORD FINANCIAL GROUP Service code 28 · EIN 35-1588335 | Investment Management | $28,649 |
NYHART3+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $18,037 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,374 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $61,349 | $50,637+21.2% | $86,582-29.1% | $62,293-1.5% |
| Participation rate | 98.3% | 67.9%+30.4pp | 73.5%+24.7pp | 69.5%+28.8pp |
| Annual return | 16.92% | 20.80%-3.9pp | 965.08%-948.2pp | 28.90%-12.0pp |
| Employer contribution / active EE | $2,924 | $2,075+40.9% | $2,839+3.0% | $2,042+43.2% |
| Participant deferral / active EE | $5,523 | $2,611+111.5% | $3,609+53.0% | $3,169+74.3% |
| Admin fee / account holder | $336 | $413-18.7% | $4,904-93.1% | $479-29.9% |