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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $25,372 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,347 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,673 | $59,456+49.1% | $93,669-5.3% | $74,429+19.1% |
| Participation rate | 89.8% | 59.6%+30.2pp | 68.7%+21.1pp | 67.2%+22.6pp |
| Annual return | 9.48% | 82.00%-72.5pp | 133.59%-124.1pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $1,709 | $1,266+35.0% | $2,424-29.5% | $2,625-34.9% |
| Participant deferral / active EE | $4,120 | $3,052+35.0% | $4,416-6.7% | $4,348-5.2% |
| Admin fee / account holder | $320 | $3,026-89.4% | $8,291-96.1% | $1,944-83.5% |