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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP3 years Filed as: PRICE WATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $60,400 |
CORRELL CO.5+ years Service code 64 · EIN 36-3492086 | Recordkeeping Fees | $43,133 |
KEATING & ASSOCIATES, INC.2 years Filed as: KEATING, MUETHING & KLEKAMP Service code 29 1400 PROVIDENT TOWER · CINCINNITI, OH 45202 | Legal | $24,751 |
CORRELL CO. INVESTMENT SERVICES5+ years Filed as: CORRELL CO. INVESTMENT SERVICES COR Service code 28 · EIN 36-3400965 | Investment Management | $22,405 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 17 · EIN 20-3247391 | Pension Consulting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,844 | $41,617+24.6% | $84,611-38.7% | $77,787-33.4% |
| Participation rate | 16.5% | 45.0%-28.5pp | 68.2%-51.7pp | 73.2%-56.7pp |
| Annual return | 21.30% | 24.97%-3.7pp | 258.74%-237.4pp | 32.57%-11.3pp |
| Employer contribution / active EE | $0 | $1,061-100.0% | $2,652-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,391 | $2,129-34.6% | $3,899-64.3% | $3,967-64.9% |
| Admin fee / account holder | $408 | $121+237.1% | $4,912-91.7% | $100+307.6% |