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| Provider | Service type | Compensation |
|---|---|---|
SES ADVISORS, INC.2+ years Service code 15 · EIN 04-3760707 555 CITY AVENUE, SUITE 910 · BALA CYNWYD, PA 19004 | Recordkeeping | $57,275 |
KOBAYASHI & COMPANY2+ years Filed as: KOBAYASHI & CO Service code 34 · EIN 95-4297925 3871 E. COLORADO BLVD. · PASADENA, CA 91107 | Valuation (appraisals, etc.) | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,606 | $107,045+29.5% | $108,745+27.5% | $63,975+116.7% |
| Participation rate | 40.4% | 81.9%-41.5pp | 77.7%-37.3pp | 71.1%-30.7pp |
| Annual return | 12.42% | 18.14%-5.7pp | 46.22%-33.8pp | 48.65%-36.2pp |
| Employer contribution / active EE | $817 | $2,651-69.2% | $3,323-75.4% | $2,182-62.5% |
| Participant deferral / active EE | $1,828 | $4,292-57.4% | $5,121-64.3% | $3,356-45.5% |
| Admin fee / account holder | $75 | $67+11.8% | $6,144-98.8% | $70+6.6% |