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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $66,140 |
REHMANN ROBSON5 years Filed as: REHMANN FINANCIAL GROUP LLC Service code 27 · EIN 38-3567911 | Advisory (Plan) | $34,400 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.)
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 | $143,224 | $71,142+101.3% | $119,622+19.7% | $64,819+121.0% |
| Participation rate | 43.3% | 78.6%-35.3pp | 79.3%-36.0pp | 71.5%-28.2pp |
| Annual return | -15.72% | -10.01%-5.7pp | -14.98%-0.7pp | 32.84%-48.6pp |
| Employer contribution / active EE | $2,093 | $2,497-16.2% | $4,232-50.6% | $2,507-16.5% |
| Participant deferral / active EE | $3,037 | $4,490-32.4% | $5,601-45.8% | $4,311-29.6% |
| Admin fee / account holder | $346 | $162+113.6% | $10,328-96.6% | $188+84.4% |