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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $54,518 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,074 |
CALVETTI FERGUSON1 year Filed as: CALVETTI FERGUSON, LLC Service code 10 · EIN 13-4255527 | Accounting | $19,260 |
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 | $109,709 | $50,919+115.5% | $155,556-29.5% | $77,762+41.1% |
| Participation rate | 52.0% | 63.1%-11.1pp | 78.2%-26.2pp | 70.6%-18.6pp |
| Annual return | 15.12% | 34.84%-19.7pp | 64.84%-49.7pp | 31.27%-16.2pp |
| Employer contribution / active EE | $1,726 | $1,991-13.3% | $4,675-63.1% | $2,728-36.7% |
| Participant deferral / active EE | $3,503 | $2,824+24.0% | $5,631-37.8% | $4,651-24.7% |
| Admin fee / account holder | $317 | $437-27.4% | $15,885-98.0% | $433-26.7% |