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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.8+ years Service code 64 · EIN 36-3492086 | Recordkeeping Fees | $65,135 |
KEATING & ASSOCIATES, INC.5 years Filed as: KEATING, MUETHING & KLEKAMP Service code 29 1400 PROVIDENT TOWER · CINCINNITI, OH 45202 | Legal | $54,438 |
CORRELL CO. INVESTMENT SERVICES8+ years Filed as: CORRELL CO. INVESTMENT SERVICES COR Service code 28 · EIN 36-3400965 | Investment Management | $29,764 |
LOCKTON INVESTMENT ADVISORS, LLC7+ years 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,043 | $37,317+42.1% | $77,024-31.1% | $77,904-31.9% |
| Participation rate | 10.7% | 46.9%-36.2pp | 67.9%-57.2pp | 73.7%-63.0pp |
| Annual return | -18.14% | -5.88%-12.3pp | 42.32%-60.5pp | 12.21%-30.3pp |
| Employer contribution / active EE | $0 | $1,218-100.0% | $2,812-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $851 | $2,564-66.8% | $4,426-80.8% | $4,806-82.3% |
| Admin fee / account holder | $612 | $126+387.0% | $5,425-88.7% | $133+361.8% |