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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $142,036 |
MORNINGSTAR6+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $64,674 |
USI CONSULTING GROUP4 years Filed as: USI INSURANCE SERVICES Service code 99 · EIN 76-0206321 | Other Fees | $55,000 |
CALVETTI FERGUSON6+ years Service code 99 · EIN 13-4255527 | Other Fees | $15,068 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $241,885 | $85,135+184.1% | $98,920+144.5% | $73,412+229.5% |
| Participation rate | 98.9% | 81.1%+17.8pp | 76.0%+22.9pp | 72.2%+26.7pp |
| Annual return | 12.06% | 19.14%-7.1pp | 196.47%-184.4pp | 59.30%-47.2pp |
| Employer contribution / active EE | $10,588 | $2,721+289.2% | $2,689+293.7% | $2,234+374.0% |
| Participant deferral / active EE | $10,044 | $4,349+130.9% | $4,245+136.6% | $3,806+163.9% |
| Admin fee / account holder | $349 | $139+150.4% | $6,643-94.7% | $158+120.9% |