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| Provider | Service type | Compensation |
|---|---|---|
DAVID ROMANO10+ years Filed as: DAVID GOTSCH Service code 99 123 W FRONT ST SUITE 206 · WHEATON, IL 60187 | Other Fees | $14,011 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $13,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,371 | $50,902-8.9% | $155,534-70.2% | $77,736-40.3% |
| Participation rate | 25.8% | 63.1%-37.3pp | 78.2%-52.5pp | 70.6%-44.8pp |
| Annual return | 7.61% | 34.85%-27.2pp | 64.92%-57.3pp | 31.26%-23.6pp |
| Employer contribution / active EE | $553 | $1,991-72.2% | $4,675-88.2% | $2,728-79.7% |
| Participant deferral / active EE | $1,329 | $2,824-53.0% | $5,630-76.4% | $4,651-71.4% |
| Admin fee / account holder | $113 | $437-74.2% | $15,900-99.3% | $433-74.0% |