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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $62,275 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $44,226 |
NEWCOMB OIL COMPANY LLC1 year Service code 35 · EIN 61-0597969 | Employee (plan sponsor) | $7,500 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $4,613 |
DEAN DORTON ALLEN FORD, PLLC2 years Filed as: DEAN DORTON Service code 10 · EIN 27-3858252 | Accounting | $3,000 |
MCM CPAS & ADVISORS LLP1 year Filed as: MCM CPAS & ADVISORS Service code 15 · EIN 27-1235638 | Recordkeeping | $1,772 |
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.
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 | $65,999 | $53,165+24.1% | $86,216-23.4% | $74,460-11.4% |
| Participation rate | 38.9% | 64.9%-25.9pp | 69.0%-30.0pp | 70.7%-31.8pp |
| Annual return | 14.19% | 22.64%-8.5pp | 1169.42%-1155.2pp | 34.38%-20.2pp |
| Employer contribution / active EE | $921 | $1,210-23.9% | $2,382-61.3% | $2,638-65.1% |
| Participant deferral / active EE | $1,501 | $3,234-53.6% | $3,986-62.4% | $4,530-66.9% |
| Admin fee / account holder | $345 | $551-37.5% | $6,853-95.0% | $348-0.9% |