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| Provider | Service type | Compensation |
|---|---|---|
GLADING GROUP3+ years Service code 17 · EIN 71-0912527 | Pension Consulting | $39,753 |
BALLARD SPAHR LLP1 year Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $35,751 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $27,376 |
BOND ANDIOLA & COMPANY3+ years Service code 10 · EIN 22-3205275 | Accounting | $23,165 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,478 | $232,540-42.6% | $185,117-27.9% | $147,585-9.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.63% | 43.03%-30.4pp | 40.50%-27.9pp | 578.58%-566.0pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,315 | $5,834+42.5% | $5,045+64.8% | $5,439+52.9% |
| Admin fee / account holder | $427 | $10,275-95.8% | $8,159-94.8% | $10,886-96.1% |