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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Account ... | $31,732 |
COAST BENEFITS4+ years Service code 13 · EIN 33-0670046 | Contract Administrator | $25,000 |
BUCKINGHAM STRATEGIC PARTNERS4+ years Filed as: FOCUS INVESTMENT GROUP Service code 17 · EIN 33-0606466 | Pension Consulting | $15,000 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $13,590 |
GILBERT & SACKMAN3 years Service code 29 · EIN 95-2906951 | Legal | $6,758 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,266 | $66,601-23.0% | $92,909-44.8% | $67,579-24.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 2.21% | 92.58%-90.4pp | 109.44%-107.2pp | 378.56%-376.4pp |
| Employer contribution / active EE | $5,419 | $2,775+95.2% | $3,653+48.3% | $2,148+152.3% |
| Participant deferral / active EE | $121 | $3,157-96.2% | $4,238-97.2% | $3,539-96.6% |
| Admin fee / account holder | $331 | $199+66.6% | $5,795-94.3% | $142+132.9% |