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| Provider | Service type | Compensation |
|---|---|---|
H BECK INC4 years Service code 27 · EIN 52-1321340 | Advisory (Plan) | $28,603 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,566 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,912 | $69,383-19.4% | $101,271-44.8% | $73,493-23.9% |
| Participation rate | 97.1% | 68.4%+28.7pp | 75.8%+21.3pp | 70.7%+26.4pp |
| Annual return | 11.25% | 18.46%-7.2pp | 46.48%-35.2pp | 28.51%-17.3pp |
| Employer contribution / active EE | $2,369 | $2,628-9.9% | $3,660-35.3% | $2,270+4.4% |
| Participant deferral / active EE | $3,489 | $3,301+5.7% | $4,371-20.2% | $3,740-6.7% |
| Admin fee / account holder | $430 | $704-38.9% | $5,948-92.8% | $513-16.2% |