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| Provider | Service type | Compensation |
|---|---|---|
OAKMONT CAPITAL MANAGEMENT4+ years Service code 26 · EIN 48-1263655 | Advisory (Participants) | $41,363 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $16,828 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR, BENDER AND ZAPF, INC Service code 13 · EIN 25-1650062 | Contract Administrator | $8,000 |
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).
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 | $86,654 | $92,897-6.7% | $90,782-4.5% | $56,287+54.0% |
| Participation rate | 32.9% | 80.7%-47.8pp | 82.7%-49.7pp | 69.9%-36.9pp |
| Annual return | -5.11% | -2.59%-2.5pp | -3.42%-1.7pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,149 | $3,871-70.3% | $4,105-72.0% | $2,111-45.6% |
| Participant deferral / active EE | $1,356 | $5,551-75.6% | $5,366-74.7% | $3,350-59.5% |
| Admin fee / account holder | $593 | $440+34.7% | $5,908-90.0% | $521+13.9% |