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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RET PLAN FIDUCIARIES LLC Service code 14 · EIN 90-0815510 | Plan Administrator | $55,172 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,981 |
PEGGY S. EDGE, CPA, LLC3 years Service code 10 · EIN 26-4527814 | Accounting | $7,000 |
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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,645 | $98,766+15.1% | $149,730-24.1% | $79,852+42.3% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 10.77% | 27.43%-16.7pp | 276.70%-265.9pp | 31.72%-20.9pp |
| Employer contribution / active EE | $1,622 | $3,217-49.6% | $4,645-65.1% | $2,471-34.3% |
| Participant deferral / active EE | $8,561 | $5,681+50.7% | $6,843+25.1% | $3,740+128.9% |
| Admin fee / account holder | $442 | $6,052-92.7% | $9,310-95.3% | $5,306-91.7% |