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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $125,678 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,222 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,763 | $90,064+24.1% | $100,415+11.3% | $77,762+43.7% |
| Participation rate | 96.3% | 81.3%+15.0pp | 81.5%+14.7pp | 70.6%+25.7pp |
| Annual return | 20.08% | 20.61%-0.5pp | 49.47%-29.4pp | 31.27%-11.2pp |
| Employer contribution / active EE | $5,403 | $3,043+77.5% | $3,943+37.0% | $2,728+98.1% |
| Participant deferral / active EE | $12,973 | $8,282+56.6% | $8,091+60.3% | $4,651+178.9% |
| Admin fee / account holder | $300 | $172+74.6% | $7,906-96.2% | $433-30.6% |