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| Provider | Service type | Compensation |
|---|---|---|
GRANITE GROUP ADVISORS, LLC2+ years Service code 14 · EIN 90-0116073 | Plan Administrator | $60,576 |
TPC QUALIFIED PLANS LLC1 year Service code 15 · EIN 26-2312094 | Recordkeeping | $8,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $127,003 | $122,042+4.1% | $184,243-31.1% | $74,429+70.6% |
| Participation rate | 59.0% | 85.5%-26.5pp | 86.8%-27.8pp | 67.2%-8.2pp |
| Annual return | 29.91% | 19.91%+10.0pp | 28.82%+1.1pp | 1368.38%-1338.5pp |
| Employer contribution / active EE | $2,129 | $4,538-53.1% | $6,427-66.9% | $2,625-18.9% |
| Participant deferral / active EE | $3,973 | $7,143-44.4% | $9,132-56.5% | $4,348-8.6% |
| Admin fee / account holder | $445 | $1,252-64.5% | $13,914-96.8% | $1,944-77.1% |