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| Provider | Service type | Compensation |
|---|---|---|
AGF ADVISORS5 years Service code 26 · EIN 56-3135003 | Advisory (Participants) | $9,262 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,480 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
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 | $40,166 | $80,983-50.4% | $96,544-58.4% | $75,177-46.6% |
| Participation rate | 73.1% | 71.8%+1.3pp | 76.0%-2.9pp | 67.2%+5.9pp |
| Annual return | 15.62% | 27.05%-11.4pp | 25.88%-10.3pp | 160.75%-145.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,688 | $3,929-57.0% | $4,851-65.2% | $4,126-59.1% |
| Admin fee / account holder | $367 | $6,717-94.5% | $8,254-95.6% | $5,651-93.5% |