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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $61,334 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 · EIN 22-2446239 | Contract Administrator | $28,842 |
Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $18,163 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,202 | $50,902+39.9% | $155,534-54.2% | $77,736-8.4% |
| Participation rate | 17.6% | 63.1%-45.5pp | 78.2%-60.6pp | 70.6%-53.0pp |
| Annual return | 25.67% | 34.85%-9.2pp | 64.92%-39.2pp | 31.26%-5.6pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,239 | $2,824-56.1% | $5,630-78.0% | $4,651-73.4% |
| Admin fee / account holder | $398 | $437-8.9% | $15,900-97.5% | $433-8.2% |