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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $55,662 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $17,500 |
Filed as: KRUGGEL, LAWTON & COMPANY LLC Service code 10 · EIN 35-1307701 | Accounting | $8,000 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,598 | $50,199+152.2% | $69,888+81.1% | $66,954+89.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -43.64% | -13.85%-29.8pp | 190.87%-234.5pp | 1.57%-45.2pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,560-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,239-100.0% |
| Admin fee / account holder | $406 | $600-32.3% | $6,267-93.5% | $594-31.6% |