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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-3722740 6720 N. SCOTTSDALE RD. · SCOTTSDALE, AZ 85253 | Advisory (Participants) | $38,440 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,308 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,460 | $56,511+26.5% | $185,837-61.5% | $86,813-17.7% |
| Participation rate | 66.8% | 65.5%+1.3pp | 81.7%-14.9pp | 72.3%-5.5pp |
| Annual return | 15.94% | 118.12%-102.2pp | 122.08%-106.1pp | 97.93%-82.0pp |
| Employer contribution / active EE | $893 | $1,844-51.6% | $5,168-82.7% | $2,406-62.9% |
| Participant deferral / active EE | $6,952 | $2,554+172.2% | $5,568+24.8% | $4,131+68.3% |
| Admin fee / account holder | $334 | $150+123.1% | $16,241-97.9% | $170+96.9% |