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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $26,414 |
PLANTE & MORAN, PLLC9 years Filed as: PLANTE & MORAN PLC Service code 10 · EIN 38-1357951 | Accounting | $20,000 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,908 |
Filed as: KINGSVIEW WEALTH MANAGEMENT Service code 27 · EIN 26-4016866 | Advisory (Plan) | $6,830 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $72,585 | $59,467+22.1% | $93,727-22.6% | $74,478-2.5% |
| Participation rate | 68.3% | 59.6%+8.7pp | 68.7%-0.4pp | 67.2%+1.1pp |
| Annual return | 15.06% | 82.14%-67.1pp | 133.83%-118.8pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,271 | $3,052+40.0% | $4,417-3.3% | $4,350-1.8% |
| Admin fee / account holder | $464 | $3,028-84.7% | $8,292-94.4% | $1,946-76.2% |