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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $23,275 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,925 |
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $8,630 |
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).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,282 | $95,453+22.9% | $112,040+4.7% | $82,448+42.3% |
| Participation rate | 98.9% | 72.8%+26.1pp | 76.5%+22.4pp | 68.1%+30.8pp |
| Annual return | 18.84% | 23.92%-5.1pp | 24.52%-5.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,596 | $2,318+12.0% | $2,954-12.1% | $2,551+1.8% |
| Participant deferral / active EE | $8,671 | $4,224+105.3% | $5,098+70.1% | $4,139+109.5% |
| Admin fee / account holder | $461 | $9,013-94.9% | $12,098-96.2% | $7,234-93.6% |