Filed June 10, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,510 |
ARISTA WEALTH MANAGEMENT3 years Filed as: ARISTA WEALTH MANAGEMENT LLC Service code 27 · EIN 20-5148461 | Advisory (Plan) | $35,899 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,646 | $102,661-45.8% | $151,645-63.3% | $66,949-16.9% |
| Participation rate | 96.5% | 85.5%+10.9pp | 87.5%+9.0pp | 69.8%+26.7pp |
| Annual return | -15.09% | -10.81%-4.3pp | 3.34%-18.4pp | 1.57%-16.7pp |
| Employer contribution / active EE | $3,986 | $4,184-4.7% | $6,165-35.3% | $2,545+56.6% |
| Participant deferral / active EE | $5,020 | $6,645-24.5% | $8,363-40.0% | $4,239+18.4% |
| Admin fee / account holder | $308 | $630-51.1% | $11,614-97.3% | $594-48.0% |