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| Provider | Service type | Compensation |
|---|---|---|
PETTINGA FINANCIAL ADVISORS, LLC1+ years Service code 99 · EIN 35-2060600 | Other Fees | $10,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $53,686 | $59,332-9.5% | $90,223-40.5% | $59,633-10.0% |
| Participation rate | 20.5% | 71.9%-51.5pp | 79.0%-58.6pp | 68.7%-48.2pp |
| Annual return | -82.59% | 3.25%-85.8pp | 1.31%-83.9pp | 2041.45%-2124.0pp |
| Employer contribution / active EE | $790 | $3,031-73.9% | $4,378-82.0% | $2,203-64.1% |
| Participant deferral / active EE | $1,340 | $4,369-69.3% | $5,792-76.9% | $3,192-58.0% |
| Admin fee / account holder | $1,069 | $5,032-78.8% | $7,406-85.6% | $4,297-75.1% |