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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $66,030 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $20,909 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $133,107 | $99,201+34.2% | $96,544+37.9% | $74,473+78.7% |
| Participation rate | 47.2% | 80.7%-33.4pp | 76.0%-28.7pp | 70.7%-23.5pp |
| Annual return | 22.17% | 22.40%-0.2pp | 25.88%-3.7pp | 34.36%-12.2pp |
| Employer contribution / active EE | $1,455 | $2,570-43.4% | $2,966-50.9% | $2,638-44.8% |
| Participant deferral / active EE | $4,115 | $4,938-16.7% | $4,851-15.2% | $4,530-9.2% |
| Admin fee / account holder | $378 | $225+68.1% | $8,254-95.4% | $347+8.9% |