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| Provider | Service type | Compensation |
|---|---|---|
PROBITY ADVISORS INC6 years Service code 27 · EIN 35-2175673 | Advisory (Plan) | $69,608 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,300 |
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 | $38,645 | $64,138-39.7% | $112,258-65.6% | $66,930-42.3% |
| Participation rate | 88.4% | 68.5%+19.9pp | 75.1%+13.3pp | 69.8%+18.6pp |
| Annual return | -16.32% | -13.81%-2.5pp | 27.47%-43.8pp | 1.57%-17.9pp |
| Employer contribution / active EE | $1,590 | $3,006-47.1% | $3,636-56.3% | $2,545-37.5% |
| Participant deferral / active EE | $2,984 | $3,694-19.2% | $4,728-36.9% | $4,238-29.6% |
| Admin fee / account holder | $375 | $625-40.1% | $6,411-94.2% | $593-36.9% |