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| Provider | Service type | Compensation |
|---|---|---|
LIFEMARK SECURITIES CORP4 years Service code 27 · EIN 16-1238365 | Advisory (Plan) | $21,292 |
BERRY DUNN7+ years Service code 10 · EIN 01-0523282 | Accounting | $13,790 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,041 | $65,083-55.4% | $143,788-79.8% | $66,930-56.6% |
| Participation rate | 69.8% | 65.2%+4.6pp | 80.3%-10.5pp | 69.8%0pp |
| Annual return | -14.99% | -11.13%-3.9pp | -0.03%-15.0pp | 1.57%-16.6pp |
| Employer contribution / active EE | $428 | $2,361-81.9% | $4,952-91.3% | $2,545-83.2% |
| Participant deferral / active EE | $1,344 | $2,920-54.0% | $5,638-76.2% | $4,238-68.3% |
| Admin fee / account holder | $288 | $502-42.6% | $14,675-98.0% | $593-51.5% |