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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $50,894 |
EXPAND FINANCIAL1 year Filed as: EXPAND FINANCIAL LLC Service code 99 · EIN 27-1124147 | Other Fees | $23,179 |
GOLDMAN SACHS4 years Filed as: AVEO CAPITAL Service code 99 · EIN 27-4981131 | Other Fees | $13,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,071 | $88,360-18.4% | $145,433-50.4% | $67,986+6.0% |
| Participation rate | 58.0% | 65.5%-7.4pp | 82.1%-24.1pp | 57.2%+0.8pp |
| Annual return | 16.25% | 63.15%-46.9pp | 66.58%-50.3pp | 31.67%-15.4pp |
| Employer contribution / active EE | $1,663 | $3,054-45.6% | $4,554-63.5% | $2,019-17.6% |
| Participant deferral / active EE | $5,694 | $5,932-4.0% | $7,897-27.9% | $3,358+69.6% |
| Admin fee / account holder | $523 | $3,313-84.2% | $13,129-96.0% | $3,203-83.7% |