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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,694 |
FIDUCIENT ADVISORS LLC2+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $35,275 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,550 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,149 | $106,164+186.5% | $147,041+106.8% | $77,692+291.5% |
| Participation rate | 96.9% | 78.4%+18.5pp | 82.2%+14.7pp | 70.6%+26.3pp |
| Annual return | 12.06% | 56.81%-44.8pp | 419.21%-407.2pp | 31.25%-19.2pp |
| Employer contribution / active EE | $11,860 | $4,066+191.7% | $4,935+140.3% | $2,726+335.0% |
| Participant deferral / active EE | $12,642 | $7,993+58.2% | $8,071+56.6% | $4,648+172.0% |
| Admin fee / account holder | $348 | $338+3.0% | $13,006-97.3% | $431-19.1% |