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| Provider | Service type | Compensation |
|---|---|---|
ARNOLD & KADJAN2+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $29,327 |
BANSLEY AND KIENER, LLP2+ years Filed as: BANSLEY AND KIENER LLP Service code 10 · EIN 36-2152389 | Accounting | $15,450 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Float reve... | $400 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,962 | $52,884-49.0% | $84,753-68.2% | $55,167-51.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 3.39% | 18.03%-14.6pp | 22.78%-19.4pp | 169.23%-165.8pp |
| Employer contribution / active EE | $1,827 | $2,233-18.2% | $3,574-48.9% | $1,963-6.9% |
| Participant deferral / active EE | $894 | $2,644-66.2% | $3,712-75.9% | $3,054-70.7% |
| Admin fee / account holder | $357 | $581-38.6% | $5,333-93.3% | $504-29.2% |