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| Provider | Service type | Compensation |
|---|---|---|
CURAFIN ADVISORS2+ years Service code 28 · EIN 93-4102872 | Investment Management | $140,578 |
Filed as: MATTHEWS, GOLD, KENNEDY, & SNOW INC Service code 13 · EIN 86-1001235 7600 NORTH 16TH STREET. SUITE 240 · PHOENIX, AZ 85020 | Contract Administrator | $133,444 |
CURAFIN ADVISORS2+ years Filed as: CURAFIN ADVISORS A.D.B.A. OF TMD Service code 28 · EIN 85-1065038 | Investment Management | $121,882 |
GROUP PLAN SYSTEMS, LLC2+ years Service code 14 · EIN 87-2096126 | Plan Administrator | $24,888 |
Filed as: THE STRUNK INSURANCE GROUP, INC. Service code 99 · EIN 86-0671340 | Other Fees | $5,251 |
BENIFIT, LLC2+ years Service code 99 · EIN 52-1053785 | Other Fees | $1,807 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $43,973 | $152,104-71.1% | $184,256-76.1% | $106,553-58.7% |
| Participation rate | 16.7% | 85.9%-69.1pp | 86.8%-70.1pp | 69.8%-53.1pp |
| Annual return | 45.42% | 20.70%+24.7pp | 28.85%+16.6pp | 17.37%+28.1pp |
| Employer contribution / active EE | $196 | $5,326-96.3% | $6,427-97.0% | $3,359-94.2% |
| Participant deferral / active EE | $819 | $8,559-90.4% | $9,133-91.0% | $5,562-85.3% |
| Admin fee / account holder | $423 | $103+312.3% | $13,899-97.0% | $80+431.0% |