Filed December 7, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 86-0588303 | Advisory (Plan) | $44,064 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,186 |
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 | $79,354 | $73,848+7.5% | $143,799-44.8% | $68,486+15.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.02% | 0.91%-14.9pp | -0.04%-14.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $2,973 | $3,184-6.6% | $4,952-40.0% | $2,597+14.5% |
| Participant deferral / active EE | $6,249 | $3,385+84.6% | $5,638+10.8% | $4,028+55.2% |
| Admin fee / account holder | $512 | $5,755-91.1% | $14,677-96.5% | $5,404-90.5% |