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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.7+ years Service code 64 · EIN 36-3492086 | Recordkeeping Fees | $45,422 |
KEATING & ASSOCIATES, INC.4 years Filed as: KEATING, MUETHING & KLEKAMP Service code 29 1400 PROVIDENT TOWER · CINCINNITI, OH 45202 | Legal | $30,700 |
CORRELL CO. INVESTMENT SERVICES7+ years Filed as: CORRELL CO. INVESTMENT SERVICES COR Service code 28 · EIN 36-3400965 | Investment Management | $25,993 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 17 · EIN 20-3247391 | Pension Consulting | $10,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,405 | $41,647+54.6% | $96,171-33.0% | $86,821-25.8% |
| Participation rate | 18.1% | 50.3%-32.2pp | 68.4%-50.3pp | 72.3%-54.2pp |
| Annual return | 13.22% | 27.24%-14.0pp | 192.04%-178.8pp | 97.94%-84.7pp |
| Employer contribution / active EE | $0 | $1,328-100.0% | $2,799-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,505 | $2,412-37.6% | $4,350-65.4% | $4,132-63.6% |
| Admin fee / account holder | $358 | $169+111.6% | $5,538-93.5% | $170+111.4% |