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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.9+ years Service code 64 · EIN 36-3492086 | Recordkeeping Fees | $50,979 |
KEATING & ASSOCIATES, INC.6 years Filed as: KEATING, MUETHING & KLEKAMP Service code 29 1400 PROVIDENT TOWER · CINCINNITI, OH 45202 | Legal | $38,582 |
CORRELL CO. INVESTMENT SERVICES9+ years Filed as: CORRELL CO. INVESTMENT SERVICES COR Service code 28 · EIN 36-3400965 | Investment Management | $20,931 |
LOCKTON INVESTMENT ADVISORS, LLC8+ 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 | $60,688 | $40,278+50.7% | $80,569-24.7% | $80,160-24.3% |
| Participation rate | 9.0% | 47.5%-38.6pp | 67.0%-58.0pp | 72.9%-64.0pp |
| Annual return | 14.22% | 50.86%-36.6pp | 935.43%-921.2pp | 40.38%-26.2pp |
| Employer contribution / active EE | $0 | $1,332-100.0% | $2,723-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $661 | $2,696-75.5% | $4,447-85.1% | $5,017-86.8% |
| Admin fee / account holder | $505 | $210+140.0% | $5,377-90.6% | $145+248.3% |