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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-3722740 6720 N. SCOTTSDALE RD. · SCOTTSDALE, AZ 85253 | Advisory (Participants) | $40,615 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,660 |
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 | $68,874 | $47,163+46.0% | $149,696-54.0% | $74,460-7.5% |
| Participation rate | 68.2% | 63.4%+4.8pp | 78.8%-10.6pp | 70.7%-2.5pp |
| Annual return | 18.49% | 22.75%-4.3pp | 134.46%-116.0pp | 34.38%-15.9pp |
| Employer contribution / active EE | $931 | $1,907-51.2% | $4,821-80.7% | $2,638-64.7% |
| Participant deferral / active EE | $7,435 | $2,730+172.3% | $5,682+30.8% | $4,530+64.1% |
| Admin fee / account holder | $311 | $343-9.2% | $13,212-97.6% | $348-10.5% |