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| Provider | Service type | Compensation |
|---|---|---|
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS Service code 10 · EIN 57-0381582 | Accounting | $18,025 |
MCNAIR LAW FIRM, P.A1 year Service code 29 · EIN 57-0703244 | Legal | $6,168 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,068 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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).
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 | $28,087 | $31,388-10.5% | $73,550-61.8% | $62,293-54.9% |
| Participation rate | 22.0% | 39.9%-17.9pp | 54.9%-32.9pp | 69.5%-47.5pp |
| Annual return | 7.82% | 25.34%-17.5pp | -15.16%+23.0pp | 28.90%-21.1pp |
| Employer contribution / active EE | -$95 | $498-119.0% | $1,219-107.8% | $2,042-104.6% |
| Participant deferral / active EE | $559 | $1,028-45.6% | $1,804-69.0% | $3,169-82.3% |
| Admin fee / account holder | $401 | $299+33.9% | $2,320-82.7% | $479-16.4% |