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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION5+ years Service code 27 801 PARK AVEMUE · WINONA LAKE, IN 46590 | Advisory (Plan) | $34,317 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,746 |
Filed as: BENEFIT PLANS PLUS LLC Service code 13 6 CITY PLACE DRIVE · ST. LOUIS, MO 63141 | Contract Administrator | $10,942 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,254 | $98,982-61.4% | $162,177-76.4% | $65,185-41.3% |
| Participation rate | 87.1% | 85.8%+1.3pp | 87.6%-0.5pp | 70.2%+16.9pp |
| Annual return | 21.37% | 24.84%-3.5pp | 115.60%-94.2pp | 29.38%-8.0pp |
| Employer contribution / active EE | $903 | $3,467-74.0% | $5,613-83.9% | $2,177-58.5% |
| Participant deferral / active EE | $5,603 | $5,384+4.1% | $7,297-23.2% | $3,514+59.5% |
| Admin fee / account holder | $313 | $596-47.5% | $10,843-97.1% | $847-63.0% |