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| Provider | Service type | Compensation |
|---|---|---|
ASSET PLANNING SERVICES, INC.5+ years Service code 28 · EIN 72-0921343 | Investment Management | $98,282 |
LEFOLDT & COMPANY5+ years Service code 10 · EIN 64-0854133 | Accounting | $10,340 |
Filed as: MARTIN,MARTIN,RANDALL & ASSC. INC. Service code 15 · EIN 64-0765749 | Recordkeeping | $6,328 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $91,424 | $85,171+7.3% | $172,753-47.1% | $72,976+25.3% |
| Participation rate | 92.6% | 70.1%+22.5pp | 82.6%+9.9pp | 69.5%+23.1pp |
| Annual return | 16.73% | 27.32%-10.6pp | 803.00%-786.3pp | 81.02%-64.3pp |
| Employer contribution / active EE | $2,599 | $3,324-21.8% | $5,144-49.5% | $2,440+6.5% |
| Participant deferral / active EE | $5,123 | $3,260+57.1% | $5,198-1.4% | $3,608+42.0% |
| Admin fee / account holder | $987 | $5,880-83.2% | $13,956-92.9% | $5,124-80.7% |