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| Provider | Service type | Compensation |
|---|---|---|
GOODWIN PROCTER LLP1 year Filed as: GOODWIN PROCTER, LLP Service code 29 · EIN 04-1378465 | Legal | $45,039 |
NEPC, LLC5+ years Service code 10 · EIN 26-1429809 | Accounting | $30,000 |
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY LLC Service code 10 · EIN 75-3182674 | Accounting | $19,993 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $7,725 |
BAKER TILLY US, LLP5+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 21 · EIN 39-0859110 | Bank Trustee | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $453,373 | $82,204+451.5% | $182,575+148.3% | $82,204+451.5% |
| Participation rate | 26.9% | 73.4%-46.5pp | 78.0%-51.1pp | 73.4%-46.5pp |
| Annual return | 369.33% | 26.31%+343.0pp | 148.60%+220.7pp | 26.31%+343.0pp |
| Employer contribution / active EE | $2,019 | $2,707-25.4% | $4,077-50.5% | $2,707-25.4% |
| Participant deferral / active EE | $2,857 | $4,246-32.7% | $5,526-48.3% | $4,246-32.7% |
| Admin fee / account holder | $262 | $76+246.4% | $8,595-97.0% | $76+246.4% |