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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,880 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ROGERS AND CO, LLC Service code 10 · EIN 46-4195990 | Accounting | $10,850 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,504 | $77,677+17.8% | $109,173-16.2% | $79,391+15.3% |
| Participation rate | 81.1% | 67.8%+13.3pp | 75.9%+5.2pp | 70.7%+10.4pp |
| Annual return | 8.05% | 23.44%-15.4pp | 25.75%-17.7pp | 116.88%-108.8pp |
| Employer contribution / active EE | $16,202 | $2,798+479.0% | $3,723+335.2% | $2,428+567.4% |
| Participant deferral / active EE | $2,181 | $3,517-38.0% | $4,654-53.1% | $4,046-46.1% |
| Admin fee / account holder | $353 | $732-51.8% | $6,755-94.8% | $627-43.7% |