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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,711 |
Service code 27 · EIN 46-4802523 | Advisory (Plan) | $16,659 |
WHITLEY PENN LLP1 year Service code 10 · EIN 75-2393478 | Accounting | $8,585 |
Filed as: LAWRENCE J. EISENBERG, P.C Service code 29 · EIN 46-1626846 | Legal | $6,753 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,447 | $73,102-17.3% | $123,552-51.1% | $56,287+7.4% |
| Participation rate | 53.2% | 74.3%-21.2pp | 82.3%-29.1pp | 69.9%-16.7pp |
| Annual return | -6.17% | 3.01%-9.2pp | 119.20%-125.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,598 | $2,977-46.3% | $4,628-65.5% | $2,111-24.3% |
| Participant deferral / active EE | $3,381 | $5,423-37.6% | $6,426-47.4% | $3,350+0.9% |
| Admin fee / account holder | $346 | $554-37.6% | $9,285-96.3% | $521-33.6% |