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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,409 |
THREE BELL CAPITAL LLC1 year Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $23,900 |
BPM LLP1 year Filed as: BPM LLC Service code 10 · EIN 81-4234542 | Accounting | $20,223 |
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 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 | $69,709 | $59,006+18.1% | $97,260-28.3% | $74,459-6.4% |
| Participation rate | 88.7% | 63.7%+25.0pp | 72.7%+16.0pp | 67.2%+21.4pp |
| Annual return | 14.83% | 16.04%-1.2pp | 75.54%-60.7pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,721-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,341 | $3,671+100.0% | $4,262+72.3% | $4,350+68.8% |
| Admin fee / account holder | $401 | $1,974-79.7% | $5,640-92.9% | $1,945-79.4% |