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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 | Recordkeeping Fees | $16,750 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN ECONOMIC PLANNING GROUP Service code 27 | Advisory (Plan) | $7,762 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 | Advisory (Plan) | $6,064 |
INTAC ACTUARIAL SERVICES6+ years Filed as: INTAC ACTUARIAL SERVICES INC. Service code 13 | Contract Administrator | $5,531 |
INTAC ACTUARIAL SERVICES6+ years Service code 13 | Contract Administrator | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,445 | $136,307-33.6% | $177,827-49.1% | $73,493+23.1% |
| Participation rate | 64.0% | 86.1%-22.1pp | 87.7%-23.7pp | 70.7%-6.7pp |
| Annual return | 11.34% | 18.68%-7.3pp | 48.32%-37.0pp | 28.51%-17.2pp |
| Employer contribution / active EE | $405 | $3,712-89.1% | $5,918-93.2% | $2,270-82.2% |
| Participant deferral / active EE | $3,824 | $5,829-34.4% | $7,713-50.4% | $3,740+2.2% |
| Admin fee / account holder | $385 | $596-35.3% | $12,429-96.9% | $513-24.9% |