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| Provider | Service type | Compensation |
|---|---|---|
360 PAYROLL INTEGRATION CORP3 years Filed as: THE PAYROLL COMPANY Service code 15 · EIN 39-1962898 | Recordkeeping | $16,792 |
RONALD BLUE & COMPANY3 years Filed as: RON KOSEL Service code 16 3721 23RD ST. SOUTH · SAINT CLOUD, MN 56301 | Consulting | $6,277 |
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 | $67,583 | $98,750-31.6% | $149,696-54.9% | $79,858-15.4% |
| Participation rate | 72.9% | 75.8%-2.9pp | 82.5%-9.6pp | 69.6%+3.2pp |
| Annual return | 6.47% | 27.43%-21.0pp | 276.60%-270.1pp | 31.71%-25.2pp |
| Employer contribution / active EE | $1,879 | $3,216-41.6% | $4,644-59.5% | $2,471-24.0% |
| Participant deferral / active EE | $3,517 | $5,680-38.1% | $6,842-48.6% | $3,740-6.0% |
| Admin fee / account holder | $497 | $6,053-91.8% | $9,309-94.7% | $5,306-90.6% |