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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $19,197 |
Service code 27 · EIN 92-1819393 | Advisory (Plan) | $15,000 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $183,973 | $105,145+75.0% | $94,664+94.3% | $139,466+31.9% |
| Participation rate | 78.3% | 82.4%-4.1pp | 80.8%-2.6pp | 80.3%-2.1pp |
| Annual return | 26.78% | 38.09%-11.3pp | 156.84%-130.1pp | 373.66%-346.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $15,751 | $7,599+107.3% | $7,417+112.4% | $6,712+134.7% |
| Admin fee / account holder | $487 | $8,972-94.6% | $7,222-93.3% | $11,409-95.7% |