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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,455 |
Filed as: FINTRUST CAPITAL ADVISORS Service code 27 · EIN 26-1204987 | Advisory (Plan) | $11,187 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,942 | $55,636-24.6% | $81,983-48.8% | $73,488-42.9% |
| Participation rate | 53.7% | 62.3%-8.6pp | 69.2%-15.5pp | 70.7%-17.0pp |
| Annual return | 8.97% | 19.07%-10.1pp | 41.31%-32.3pp | 28.51%-19.5pp |
| Employer contribution / active EE | $449 | $1,625-72.4% | $2,498-82.0% | $2,270-80.2% |
| Participant deferral / active EE | $2,497 | $2,762-9.6% | $3,722-32.9% | $3,740-33.2% |
| Admin fee / account holder | $323 | $493-34.5% | $5,664-94.3% | $513-37.1% |