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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PAYROLL COMPANY Service code 15 · EIN 39-1962898 | Recordkeeping | $31,038 |
RONALD BLUE & COMPANY1 year Filed as: RON KOSEL Service code 16 3721 23RD ST. SOUTH · SAINT CLOUD, MN 56301 | Consulting | $7,506 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,603 | $77,813-32.4% | $123,544-57.4% | $64,186-18.0% |
| Participation rate | 76.3% | 74.7%+1.6pp | 82.3%-6.0pp | 69.6%+6.7pp |
| Annual return | -8.46% | 12.48%-20.9pp | 119.20%-127.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,832 | $3,014-39.2% | $4,628-60.4% | $2,381-23.0% |
| Participant deferral / active EE | $3,690 | $5,240-29.6% | $6,426-42.6% | $3,470+6.3% |
| Admin fee / account holder | $494 | $5,519-91.1% | $9,284-94.7% | $4,888-89.9% |