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| Provider | Service type | Compensation |
|---|---|---|
SHAFFER CAPITAL ADVISERS, LLC5+ years Service code 28 · EIN 26-4439430 550 POLARIS PARKWAY · WESTERVILLE, OH 43082 | Investment Management | $74,636 |
ASPIRE FINANCIAL SERVICES5+ years Filed as: ASPIRE Service code 15 · EIN 27-1033755 | Recordkeeping | $21,613 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 14 545 METRO PLACE SOUTH · DUBLIN, OH 43017 | Plan Administrator | $6,819 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities); Tr... | $0 |
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 | $97,694 | $74,347+31.4% | $93,621+4.4% | $67,579+44.6% |
| Participation rate | 35.3% | 80.6%-45.3pp | 75.8%-40.6pp | 71.3%-36.0pp |
| Annual return | 22.33% | 28.07%-5.7pp | 32.76%-10.4pp | 378.56%-356.2pp |
| Employer contribution / active EE | $1,153 | $2,583-55.4% | $2,719-57.6% | $2,148-46.3% |
| Participant deferral / active EE | $2,605 | $4,060-35.8% | $4,070-36.0% | $3,539-26.4% |
| Admin fee / account holder | $364 | $123+196.9% | $7,890-95.4% | $142+156.0% |