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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 11 · EIN 91-2090931 | Actuarial | $337,838 |
NEW CENTURY PARTNERS3 years Filed as: NEW CENTURY Service code 28 · EIN 68-0189192 | Investment Management | $113,389 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $45,128 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $23,531 |
UNITED ADMINISTRATIVE SERVICES8+ years Service code 13 · EIN 94-1749345 | Contract Administrator | $6,864 |
Service code 29 · EIN 94-2576729 | Legal | $6,858 |
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 | $89,861 | $106,236-15.4% | $112,263-20.0% | $64,824+38.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -15.66% | -6.02%-9.6pp | 27.49%-43.1pp | 32.84%-48.5pp |
| Employer contribution / active EE | $4,717 | $3,167+49.0% | $3,636+29.7% | $2,507+88.1% |
| Participant deferral / active EE | $5,215 | $3,786+37.7% | $4,729+10.3% | $4,311+21.0% |
| Admin fee / account holder | $309 | $452-31.5% | $6,410-95.2% | $188+64.7% |