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| Provider | Service type | Compensation |
|---|---|---|
DOVER PARTNERS, INC.6+ years Service code 28 · EIN 31-1281898 | Investment Management | $56,056 |
TRI-AD ACTUARIES, INC.3 years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 15 · EIN 31-1214674 | Recordkeeping | $7,270 |
Filed as: LATITUDE SERVICE COMPANY INC. Service code 15 · EIN 82-1371994 | Recordkeeping | $6,995 |
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 | $62,104 | $73,638-15.7% | $95,956-35.3% | $73,493-15.5% |
| Participation rate | 94.7% | 76.2%+18.6pp | 77.1%+17.7pp | 70.7%+24.1pp |
| Annual return | 9.47% | 16.78%-7.3pp | 91.63%-82.2pp | 28.51%-19.0pp |
| Employer contribution / active EE | $993 | $1,863-46.7% | $2,541-60.9% | $2,270-56.3% |
| Participant deferral / active EE | $2,455 | $3,617-32.1% | $4,167-41.1% | $3,740-34.4% |
| Admin fee / account holder | $389 | $482-19.4% | $6,797-94.3% | $513-24.2% |