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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 | $106,264-29.9% | $147,117-49.4% | $77,762-4.2% |
| Participation rate | 52.9% | 78.4%-25.5pp | 82.2%-29.3pp | 70.6%-17.7pp |
| Annual return | 17.75% | 56.94%-39.2pp | 420.54%-402.8pp | 31.27%-13.5pp |
| Employer contribution / active EE | $2,340 | $4,074-42.6% | $4,932-52.6% | $2,728-14.2% |
| Participant deferral / active EE | $5,279 | $8,003-34.0% | $8,065-34.5% | $4,651+13.5% |
| Admin fee / account holder | $388 | $334+16.2% | $12,993-97.0% | $433-10.3% |