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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Contract Administrator; Claims proces... | $9,292 |
MASON & MASON, CPA'S1 year Filed as: MASON & MASON CPA'S Service code 10 · EIN 27-3461077 | Accounting | $8,800 |
NEWPORT GROUP, INC.2 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Investmen... | $3,500 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,757 | $63,346+96.9% | $92,240+35.3% | $70,126+77.9% |
| Participation rate | 48.0% | 68.7%-20.7pp | 76.5%-28.5pp | 69.5%-21.6pp |
| Annual return | 16.18% | 530.19%-514.0pp | 176.29%-160.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $1,405 | $2,471-43.1% | $3,680-61.8% | $2,343-40.0% |
| Participant deferral / active EE | $3,266 | $2,854+14.4% | $3,897-16.2% | $3,332-2.0% |
| Admin fee / account holder | $343 | $3,841-91.1% | $5,194-93.4% | $4,645-92.6% |