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| Provider | Service type | Compensation |
|---|---|---|
FUTUREBENEFITS OF AMERICA3 years Service code 15 · EIN 62-1751967 11177 HWY 70 · ARLINGTON, TN 38002 | Recordkeeping | $15,819 |
FLAHERTY FINANCIAL GROUP3 years Service code 26 · EIN 88-0515852 413 29TH STREET NE SUITE D · PUYALLUP, TN 98372 | Advisory (Participants) | $14,881 |
FIDUCIARY WISE, LLC3 years Service code 14 · EIN 81-3799174 2487 SOUTH GILBERT ROAD · GILBERT, AZ 85295 | Plan Administrator | $5,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,031 | $73,848-40.4% | $143,799-69.4% | $68,486-35.7% |
| Participation rate | 60.4% | 66.7%-6.2pp | 80.3%-19.9pp | 67.9%-7.5pp |
| Annual return | -16.79% | 0.91%-17.7pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $919 | $3,184-71.1% | $4,952-81.4% | $2,597-64.6% |
| Participant deferral / active EE | $2,546 | $3,385-24.8% | $5,638-54.8% | $4,028-36.8% |
| Admin fee / account holder | $372 | $5,755-93.5% | $14,677-97.5% | $5,404-93.1% |