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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 46-4198717 | Advisory (Plan) | $18,102 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $15,601 |
WILLIAM E HOWE2 years Filed as: W E HOWE Service code 10 · EIN 23-1682016 | Accounting | $6,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,338 | $50,666-22.4% | $76,817-48.8% | $65,185-39.7% |
| Participation rate | 50.3% | 68.8%-18.5pp | 72.1%-21.8pp | 70.2%-19.9pp |
| Annual return | 19.75% | 28.51%-8.8pp | 1166.11%-1146.4pp | 29.38%-9.6pp |
| Employer contribution / active EE | $847 | $1,575-46.2% | $2,302-63.2% | $2,177-61.1% |
| Participant deferral / active EE | $1,070 | $2,647-59.6% | $3,336-67.9% | $3,514-69.6% |
| Admin fee / account holder | $305 | $463-34.1% | $6,420-95.2% | $847-64.0% |