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| Provider | Service type | Compensation |
|---|---|---|
CELERITY ADVISORS LLC6 years Service code 99 · EIN 82-2476384 | Other Fees | $18,275 |
THE ALLOCATION COMPANY2 years Service code 49 · EIN 76-0354750 800 TOWN AND COUNTRY BLVD 5TH FLOOR · HOUSTON, TX 77024 | Other Services | $2,250 |
Filed as: VOYA RETIREMENT INS. & ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,142 | $58,264-24.2% | $86,612-49.0% | $71,457-38.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 20.23% | 21.63%-1.4pp | 591.07%-570.8pp | 28.85%-8.6pp |
| Employer contribution / active EE | $4,261 | $2,574+65.5% | $3,022+41.0% | $2,588+64.7% |
| Participant deferral / active EE | $2,021 | $3,436-41.2% | $4,438-54.5% | $4,289-52.9% |
| Admin fee / account holder | $423 | $1,057-60.0% | $5,614-92.5% | $1,587-73.3% |