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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $74,701 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,161 |
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 | $55,476 | $104,336-46.8% | $159,474-65.2% | $86,821-36.1% |
| Participation rate | 74.2% | 77.7%-3.5pp | 82.8%-8.6pp | 72.3%+1.9pp |
| Annual return | 19.29% | 26.32%-7.0pp | 263.68%-244.4pp | 97.94%-78.7pp |
| Employer contribution / active EE | $2,231 | $3,451-35.4% | $4,831-53.8% | $2,406-7.3% |
| Participant deferral / active EE | $6,884 | $6,837+0.7% | $7,353-6.4% | $4,132+66.6% |
| Admin fee / account holder | $401 | $172+132.7% | $10,802-96.3% | $170+136.3% |