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| Provider | Service type | Compensation |
|---|---|---|
DEAN FINANCIAL SERVICES1 year Service code 15 · EIN 31-0861689 | Recordkeeping | $73,321 |
TILLAR WENSTRUP ADVISORS1 year Service code 26 · EIN 31-1802388 | Advisory (Participants) | $8,855 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $851,639 | $58,895+1346.0% | $178,503+377.1% | $73,497+1058.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 8.97% | 24.86%-15.9pp | 151.12%-142.1pp | 28.51%-19.5pp |
| Employer contribution / active EE | $39,980 | $2,236+1688.1% | $5,011+697.8% | $2,270+1661.2% |
| Participant deferral / active EE | $7,229 | $2,567+181.6% | $5,202+39.0% | $3,740+93.3% |
| Admin fee / account holder | $585 | $400+46.1% | $13,987-95.8% | $513+14.0% |