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| Provider | Service type | Compensation |
|---|---|---|
360 PAYROLL INTEGRATION CORP2 years Filed as: THE PAYROLL COMPANY Service code 15 · EIN 39-1962898 | Recordkeeping | $23,615 |
RONALD BLUE & COMPANY2 years Filed as: RON KOSEL Service code 16 3721 23RD ST. SOUTH · SAINT CLOUD, MN 56301 | Consulting | $9,877 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,893 | $89,364-37.5% | $141,177-60.4% | $72,983-23.4% |
| Participation rate | 74.0% | 75.1%-1.2pp | 82.5%-8.5pp | 69.5%+4.5pp |
| Annual return | 18.34% | 111.86%-93.5pp | 71.40%-53.1pp | 81.01%-62.7pp |
| Employer contribution / active EE | $1,865 | $3,115-40.1% | $4,736-60.6% | $2,440-23.6% |
| Participant deferral / active EE | $3,342 | $5,419-38.3% | $6,710-50.2% | $3,608-7.4% |
| Admin fee / account holder | $421 | $5,959-92.9% | $10,263-95.9% | $5,124-91.8% |