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| Provider | Service type | Compensation |
|---|---|---|
IRONOAK WEALTH LLC3 years Service code 27 · EIN 82-3645371 | Advisory (Plan) | $67,794 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $16,715 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $7,428 |
Filed as: BENEFITS ADMINISTRATORS LLC Service code 15 · EIN 61-1291181 | Recordkeeping | $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 | $61,687 | $106,236-41.9% | $112,249-45.0% | $64,819-4.8% |
| Participation rate | 87.9% | 71.7%+16.2pp | 75.1%+12.8pp | 71.5%+16.4pp |
| Annual return | -20.56% | -6.02%-14.5pp | 27.48%-48.0pp | 32.84%-53.4pp |
| Employer contribution / active EE | $2,348 | $3,166-25.9% | $3,636-35.4% | $2,507-6.4% |
| Participant deferral / active EE | $6,605 | $3,785+74.5% | $4,729+39.7% | $4,311+53.2% |
| Admin fee / account holder | $343 | $452-24.1% | $6,412-94.7% | $188+82.4% |