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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $98,575 |
Filed as: RYAN INVESTMENT MANAGEMENT INC Service code 26 · EIN 84-1603477 | Advisory (Participants) | $17,823 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $12,075 |
Filed as: CARLSON CAPITAL MANAGEMENT LLC Service code 26 · EIN 47-2510641 | Advisory (Participants) | $9,772 |
VIA ACTUARIAL SOLUTIONS1 year Service code 13 · EIN 41-1894458 | Contract Administrator | $6,000 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $422,644 | $106,264+297.7% | $147,117+187.3% | $77,762+443.5% |
| Participation rate | 94.1% | 78.4%+15.7pp | 82.2%+11.9pp | 70.6%+23.5pp |
| Annual return | 18.26% | 56.94%-38.7pp | 420.54%-402.3pp | 31.27%-13.0pp |
| Employer contribution / active EE | $16,131 | $4,074+296.0% | $4,932+227.0% | $2,728+491.3% |
| Participant deferral / active EE | $14,016 | $8,003+75.1% | $8,065+73.8% | $4,651+201.4% |
| Admin fee / account holder | $423 | $334+26.7% | $12,993-96.7% | $433-2.2% |