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| Provider | Service type | Compensation |
|---|---|---|
BLUEPOINT INVESTMENT COUNSEL2+ years Service code 16 · EIN 45-5504889 | Consulting | $30,674 |
SCHENCK SC2+ years Filed as: SCHENCK Service code 16 · EIN 39-1173131 | Consulting | $6,630 |
Service code 37 · EIN 04-2647786 | Loan Processing | $181 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,259 | $75,183+101.2% | $123,894+22.1% | $55,167+174.2% |
| Participation rate | 63.3% | 72.8%-9.5pp | 81.4%-18.1pp | 69.0%-5.7pp |
| Annual return | 8.43% | 19.01%-10.6pp | 47.52%-39.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $928 | $2,823-67.1% | $4,617-79.9% | $1,963-52.7% |
| Participant deferral / active EE | $8,161 | $5,084+60.5% | $5,984+36.4% | $3,054+167.2% |
| Admin fee / account holder | $354 | $663-46.6% | $8,357-95.8% | $504-29.8% |