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| Provider | Service type | Compensation |
|---|---|---|
HILL WARD HENDERSON3 years Filed as: JR HILL AND ASSOCIATES, INC. Service code 15 · EIN 34-1914557 | Recordkeeping | $41,609 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,344 |
CLARUS PARTNERS1 year Filed as: CLARUS PARTNERS, LLC Service code 15 · EIN 26-1347383 | Recordkeeping | $6,800 |
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).
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 | $50,470 | $85,171-40.7% | $172,752-70.8% | $72,975-30.8% |
| Participation rate | 95.8% | 70.1%+25.7pp | 82.6%+13.1pp | 69.5%+26.3pp |
| Annual return | -4.13% | 27.32%-31.5pp | 802.97%-807.1pp | 81.01%-85.1pp |
| Employer contribution / active EE | $707 | $3,324-78.7% | $5,144-86.2% | $2,440-71.0% |
| Participant deferral / active EE | $2,591 | $3,260-20.5% | $5,198-50.2% | $3,608-28.2% |
| Admin fee / account holder | $421 | $5,880-92.8% | $13,955-97.0% | $5,124-91.8% |