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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC1 year Filed as: 401(K) ADVISORS, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $6,764 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,432 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $137,623 | $46,732+194.5% | $156,551-12.1% | $55,167+149.5% |
| Participation rate | 99.3% | 65.8%+33.5pp | 84.0%+15.3pp | 69.0%+30.3pp |
| Annual return | 6.61% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $7,158 | $2,105+240.0% | $5,501+30.1% | $1,963+264.7% |
| Participant deferral / active EE | $5,471 | $2,204+148.2% | $4,871+12.3% | $3,054+79.1% |
| Admin fee / account holder | $673 | $418+60.8% | $13,028-94.8% | $504+33.5% |