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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $31,920 |
FIRST SECURITY BANK1 year Service code 27 · EIN 71-0159420 | Advisory (Plan) | $18,815 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,153 | $89,364-24.9% | $141,177-52.4% | $72,983-8.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.52% | 111.86%-93.3pp | 71.40%-52.9pp | 81.01%-62.5pp |
| Employer contribution / active EE | $4,315 | $3,115+38.5% | $4,736-8.9% | $2,440+76.8% |
| Participant deferral / active EE | $4,358 | $5,419-19.6% | $6,710-35.0% | $3,608+20.8% |
| Admin fee / account holder | $416 | $5,959-93.0% | $10,263-95.9% | $5,124-91.9% |