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| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $43,200 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $36,260 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,184 |
GREENBERG TRAURIG1 year Filed as: GREENBERG TRAURIG, LLP Service code 29 · EIN 13-3613083 | Legal | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,828 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,487 | $109,967-27.7% | $97,197-18.2% | $145,877-45.5% |
| Participation rate | 0.0% | 76.0%-76.0pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 8.51% | 244.27%-235.8pp | 75.47%-67.0pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,645 | $3,077-46.5% | $2,723-39.6% | $4,663-64.7% |
| Participant deferral / active EE | $2,438 | $4,676-47.9% | $4,263-42.8% | $6,691-63.6% |
| Admin fee / account holder | $617 | $6,199-90.0% | $5,637-89.0% | $13,402-95.4% |