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| Provider | Service type | Compensation |
|---|---|---|
ARMANINO LLP1 year Filed as: ARMANINO ADVISORY LLC Service code 13 · EIN 94-6214841 | Contract Administrator | $21,332 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,195 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,760 | $60,393+8.9% | $81,820-19.6% | $74,429-11.6% |
| Participation rate | 53.8% | 62.9%-9.1pp | 72.4%-18.6pp | 67.2%-13.5pp |
| Annual return | 13.82% | 16.89%-3.1pp | 777.93%-764.1pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $1,744 | $2,626-33.6% | $2,915-40.2% | $2,625-33.6% |
| Participant deferral / active EE | $4,337 | $3,397+27.7% | $4,323+0.3% | $4,348-0.3% |
| Admin fee / account holder | $410 | $1,491-72.5% | $7,391-94.5% | $1,944-78.9% |