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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $611,294 |
E.I.S.B., INC.7+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $238,532 |
ALAN BILLER & ASSOCIATES7+ years Service code 16 · EIN 94-2854958 | Consulting | $50,000 |
DAVID CRUTCHER7+ years Service code 29 · EIN 20-3194050 | Legal | $26,572 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $24,418 |
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 | $183,328 | $88,770+106.5% | $109,191+67.9% | $93,010+97.1% |
| Participation rate | 70.7% | 81.5%-10.8pp | 75.9%-5.2pp | 73.9%-3.2pp |
| Annual return | 13.69% | 60.64%-47.0pp | 25.76%-12.1pp | 158.70%-145.0pp |
| Employer contribution / active EE | $6,015 | $3,780+59.1% | $3,723+61.6% | $2,705+122.3% |
| Participant deferral / active EE | $4,197 | $3,630+15.6% | $4,653-9.8% | $4,561-8.0% |
| Admin fee / account holder | $322 | $172+86.9% | $6,756-95.2% | $152+112.3% |