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| Provider | Service type | Compensation |
|---|---|---|
E.I.S.B., INC.6+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $248,298 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $67,265 |
DAVID CRUTCHER6+ years Service code 29 · EIN 20-3194050 | Legal | $62,637 |
ALAN BILLER & ASSOCIATES6+ years Service code 16 · EIN 94-2854958 | Consulting | $54,167 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $20,700 |
LEONARD CARDER, LLP5 years Filed as: LEONARD CARDER LLP Service code 29 · EIN 94-2819269 | Legal | $12,936 |
Service code 23 · EIN 94-3249244 | Insurance services | $0 |
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 | $164,180 | $81,719+100.9% | $101,275+62.1% | $90,274+81.9% |
| Participation rate | 74.7% | 80.7%-6.0pp | 75.8%-1.1pp | 73.4%+1.4pp |
| Annual return | 14.79% | 337.64%-322.8pp | 46.46%-31.7pp | 53.97%-39.2pp |
| Employer contribution / active EE | $5,108 | $3,622+41.0% | $3,660+39.6% | $2,523+102.4% |
| Participant deferral / active EE | $4,605 | $3,310+39.1% | $4,370+5.4% | $4,231+8.8% |
| Admin fee / account holder | $404 | $162+149.5% | $5,948-93.2% | $114+254.2% |