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| Provider | Service type | Compensation |
|---|---|---|
CAMPBELL TAYLOR WASHBURN1+ years Filed as: CAMPBELL,RAPPOLD & YURASITS LLP Service code 10 · EIN 23-1386942 | Accounting | $13,700 |
R. P. MILLS ASSOCIATES, INC.1+ years Service code 15 · EIN 23-1706388 | Recordkeeping | $13,000 |
Filed as: TRANSAMERICA FIN. LIFE INS. CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $90 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,501 | $52,884-48.0% | $84,753-67.6% | $55,167-50.1% |
| Participation rate | 41.7% | 67.5%-25.9pp | 76.6%-34.9pp | 69.0%-27.3pp |
| Annual return | -5.40% | 18.03%-23.4pp | 22.78%-28.2pp | 169.23%-174.6pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,794 | $2,644-32.1% | $3,712-51.7% | $3,054-41.3% |
| Admin fee / account holder | $393 | $581-32.4% | $5,333-92.6% | $504-22.1% |