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| Provider | Service type | Compensation |
|---|---|---|
LIFEMARK SECURITIES CORP2 years Service code 27 · EIN 16-1238365 | Advisory (Plan) | $20,928 |
BERRY DUNN5+ years Service code 10 · EIN 01-0523282 | Accounting | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,895 |
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 | $46,101 | $58,888-21.7% | $178,499-74.2% | $73,493-37.3% |
| Participation rate | 56.4% | 66.2%-9.9pp | 81.9%-25.6pp | 70.7%-14.3pp |
| Annual return | 13.42% | 24.86%-11.4pp | 151.10%-137.7pp | 28.51%-15.1pp |
| Employer contribution / active EE | $384 | $2,236-82.8% | $5,011-92.3% | $2,270-83.1% |
| Participant deferral / active EE | $1,145 | $2,568-55.4% | $5,202-78.0% | $3,740-69.4% |
| Admin fee / account holder | $345 | $400-13.8% | $13,986-97.5% | $513-32.7% |