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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-3722740 6720 N. SCOTTSDALE RD. · SCOTTSDALE, AZ 85253 | Advisory (Participants) | $33,305 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,418 |
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 | $74,492 | $106,110-29.8% | $147,005-49.3% | $77,671-4.1% |
| Participation rate | 52.9% | 78.4%-25.5pp | 82.2%-29.2pp | 70.6%-17.7pp |
| Annual return | 17.75% | 56.77%-39.0pp | 418.76%-401.0pp | 31.21%-13.5pp |
| Employer contribution / active EE | $2,340 | $4,065-42.4% | $4,934-52.6% | $2,726-14.2% |
| Participant deferral / active EE | $5,279 | $7,992-33.9% | $8,070-34.6% | $4,648+13.6% |
| Admin fee / account holder | $388 | $338+15.0% | $13,006-97.0% | $430-9.8% |