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| Provider | Service type | Compensation |
|---|---|---|
MONON WLTH MNGMT3 years Service code 26 · EIN 47-1981984 | Advisory (Participants) | $10,837 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,788 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,950 | $63,442-10.2% | $68,794-17.2% | $66,930-14.9% |
| Participation rate | 36.9% | 60.0%-23.1pp | 69.0%-32.1pp | 69.8%-32.9pp |
| Annual return | -19.22% | -8.29%-10.9pp | -6.37%-12.8pp | 1.57%-20.8pp |
| Employer contribution / active EE | $373 | $1,775-79.0% | $2,656-86.0% | $2,545-85.4% |
| Participant deferral / active EE | $1,507 | $2,945-48.8% | $3,941-61.8% | $4,238-64.4% |
| Admin fee / account holder | $347 | $577-39.9% | $4,934-93.0% | $593-41.5% |