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| Provider | Service type | Compensation |
|---|---|---|
LIFEMARK SECURITIES CORP5 years Service code 27 · EIN 16-1238365 | Advisory (Plan) | $19,458 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $10,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,468 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,010 | $61,338-25.0% | $149,717-69.3% | $71,495-35.6% |
| Participation rate | 49.2% | 62.5%-13.4pp | 78.8%-29.6pp | 67.9%-18.8pp |
| Annual return | 13.53% | 35.86%-22.3pp | 134.41%-120.9pp | 28.85%-15.3pp |
| Employer contribution / active EE | $532 | $2,381-77.7% | $4,820-89.0% | $2,589-79.5% |
| Participant deferral / active EE | $1,500 | $2,919-48.6% | $5,682-73.6% | $4,291-65.1% |
| Admin fee / account holder | $377 | $1,263-70.1% | $13,213-97.1% | $1,588-76.3% |