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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $514,760 |
E.I.S.B., INC.8+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $214,361 |
ALAN BILLER & ASSOCIATES8+ years Service code 16 · EIN 94-2854958 | Consulting | $50,000 |
DAVID CRUTCHER8+ years Service code 29 · EIN 20-3194050 | Legal | $25,411 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $16,375 |
LEONARD CARDER, LLP1 year Service code 29 · EIN 94-2819269 | Legal | $5,711 |
Service code 23 · EIN 94-3249244 | Direct payment from the plan; Insuran... | $0 |
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.)
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,087 | $76,774+102.0% | $112,270+38.1% | $77,906+99.1% |
| Participation rate | 57.9% | 80.2%-22.2pp | 75.1%-17.1pp | 73.7%-15.8pp |
| Annual return | -19.30% | -10.25%-9.0pp | 27.49%-46.8pp | 12.16%-31.5pp |
| Employer contribution / active EE | $6,748 | $3,977+69.7% | $3,635+85.6% | $2,846+137.1% |
| Participant deferral / active EE | $4,298 | $3,778+13.8% | $4,729-9.1% | $4,805-10.6% |
| Admin fee / account holder | $322 | $239+34.7% | $6,411-95.0% | $133+142.6% |