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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $18,811 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,416 |
BENEFIT AUDIT GROUP, LLC1 year Filed as: BENEFIT AUDIT GROUP Service code 10 · EIN 26-2404897 | Accounting | $8,700 |
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 | $100,014 | $69,383+44.1% | $101,271-1.2% | $73,493+36.1% |
| Participation rate | 25.6% | 68.4%-42.7pp | 75.8%-50.2pp | 70.7%-45.1pp |
| Annual return | 18.10% | 18.46%-0.4pp | 46.48%-28.4pp | 28.51%-10.4pp |
| Employer contribution / active EE | $830 | $2,628-68.4% | $3,660-77.3% | $2,270-63.5% |
| Participant deferral / active EE | $1,667 | $3,301-49.5% | $4,371-61.9% | $3,740-55.4% |
| Admin fee / account holder | $730 | $704+3.7% | $5,948-87.7% | $513+42.3% |