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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 42-1460565 | Advisory (Participants) | $20,997 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $13,772 |
MARTENS & COMPANY, CPA, LLP2 years Service code 10 · EIN 59-3823192 | Accounting | $9,300 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,054 | $73,955+32.6% | $96,520+1.6% | $75,181+30.4% |
| Participation rate | 48.9% | 66.4%-17.6pp | 74.3%-25.5pp | 67.2%-18.3pp |
| Annual return | -7.37% | 26.72%-34.1pp | 35.72%-43.1pp | 160.69%-168.1pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,505 | $3,659-4.2% | $4,879-28.2% | $4,126-15.0% |
| Admin fee / account holder | $899 | $5,217-82.8% | $6,733-86.6% | $5,650-84.1% |