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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $134,775 |
Service code 27 · EIN 81-3433658 | Advisory (Plan) | $39,974 |
LAUREL WEALTH ADVISORS3 years Filed as: LAUREL WEALTH ADVISORS, INC. Service code 27 · EIN 45-2299422 | Advisory (Plan) | $14,322 |
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 | $43,042 | $24,891+72.9% | $69,611-38.2% | $74,429-42.2% |
| Participation rate | 97.5% | 63.4%+34.1pp | 66.4%+31.1pp | 67.2%+30.3pp |
| Annual return | 36.65% | 18.53%+18.1pp | 101.14%-64.5pp | 1368.38%-1331.7pp |
| Employer contribution / active EE | $3,503 | $1,005+248.5% | $1,709+105.0% | $2,625+33.5% |
| Participant deferral / active EE | $6,779 | $1,908+255.3% | $2,891+134.5% | $4,348+55.9% |
| Admin fee / account holder | $766 | $1,904-59.8% | $4,696-83.7% | $1,944-60.6% |