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| Provider | Service type | Compensation |
|---|---|---|
BERRY DUNN1 year Filed as: BERRY, DUNN, MCNEIL & PARKER Service code 10 · EIN 01-0523282 | Accounting | $20,800 |
FORESTERS EQUITY SERVICES3+ years Filed as: FORESTERS EQUITY SERVICES INC Service code 27 · EIN 33-0178144 | Advisory (Plan) | $14,723 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,794 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,587 | $55,453-10.6% | $170,435-70.9% | $62,293-20.4% |
| Participation rate | 53.0% | 66.4%-13.3pp | 83.6%-30.6pp | 69.5%-16.5pp |
| Annual return | 16.10% | 21.38%-5.3pp | 205.94%-189.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $411 | $2,164-81.0% | $5,432-92.4% | $2,042-79.9% |
| Participant deferral / active EE | $1,162 | $2,303-49.5% | $4,939-76.5% | $3,169-63.3% |
| Admin fee / account holder | $467 | $455+2.7% | $13,881-96.6% | $479-2.5% |