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| Provider | Service type | Compensation |
|---|---|---|
DRIVEN PSC1 year Filed as: DRIVEN Service code 10 · EIN 66-0961896 | Accounting | $13,049 |
Filed as: BENEFIT PLANS ADMIN SERVICE, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $11,991 |
Filed as: MASS MUTUAL Service code 26 273 PONCE DE LEON AVE · SAN JUAN, PR 00917 | Advisory (Participants) | $7,159 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,841 | $48,337-63.1% | $67,560-73.6% | $80,959-78.0% |
| Participation rate | 93.4% | 66.4%+27.0pp | 72.9%+20.5pp | 67.7%+25.7pp |
| Annual return | 12.90% | 18.26%-5.4pp | 3533.50%-3520.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,751 | $2,023-13.4% | $2,737-36.0% | $2,757-36.5% |
| Participant deferral / active EE | $2,520 | $2,928-13.9% | $4,004-37.1% | $4,300-41.4% |
| Admin fee / account holder | $382 | $3,695-89.7% | $3,994-90.4% | $6,925-94.5% |