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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $89,231 |
BDC ADVISORY, LLC2 years Service code 27 · EIN 62-1750935 | Advisory (Plan) | $36,836 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,666 | $50,820+306.7% | $155,567+32.8% | $77,671+166.1% |
| Participation rate | 45.3% | 63.1%-17.8pp | 78.2%-32.9pp | 70.6%-25.3pp |
| Annual return | 15.96% | 34.85%-18.9pp | 64.74%-48.8pp | 31.21%-15.2pp |
| Employer contribution / active EE | $1,959 | $1,993-1.7% | $4,674-58.1% | $2,726-28.1% |
| Participant deferral / active EE | $4,064 | $2,823+43.9% | $5,628-27.8% | $4,648-12.6% |
| Admin fee / account holder | $670 | $436+53.8% | $15,916-95.8% | $430+55.8% |