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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS6+ years Service code 16 · EIN 83-0951655 | Consulting | $31,268 |
STANCORP FINANCIAL GROUP3 years Service code 10 · EIN 93-1253576 | Accounting | $24,931 |
Filed as: DWAYNE JOHNSON & ASSOCIATES, S.C. Service code 10 · EIN 39-1750654 | Accounting | $6,520 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,816 | $60,488+41.9% | $109,895-21.9% | $79,386+8.1% |
| Participation rate | 48.7% | 67.0%-18.3pp | 74.2%-25.5pp | 70.7%-22.0pp |
| Annual return | 10.07% | 189.57%-179.5pp | 29.45%-19.4pp | 116.85%-106.8pp |
| Employer contribution / active EE | $574 | $1,649-65.2% | $2,842-79.8% | $2,427-76.4% |
| Participant deferral / active EE | $1,551 | $3,220-51.8% | $4,048-61.7% | $4,046-61.7% |
| Admin fee / account holder | $682 | $605+12.8% | $6,066-88.8% | $626+8.8% |