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| Provider | Service type | Compensation |
|---|---|---|
KINWELL LLC2 years Service code 28 · EIN 82-2977833 | Investment Management | $36,021 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $8,394 |
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).
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 | $70,503 | $85,202-17.3% | $172,739-59.2% | $72,985-3.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.59% | 27.32%-7.7pp | 802.84%-783.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $4,970 | $3,324+49.5% | $5,143-3.4% | $2,440+103.7% |
| Participant deferral / active EE | $4,793 | $3,260+47.0% | $5,198-7.8% | $3,607+32.9% |
| Admin fee / account holder | $331 | $5,884-94.4% | $13,954-97.6% | $5,124-93.5% |