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| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP2 years Filed as: EIDE BAILLEY ADVISORS LLC Service code 26 · EIN 41-1980123 | Advisory (Participants) | $22,923 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,889 |
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 | $87,709 | $49,451+77.4% | $79,580+10.2% | $66,938+31.0% |
| Participation rate | 38.7% | 61.3%-22.6pp | 69.5%-30.8pp | 69.8%-31.1pp |
| Annual return | -16.19% | 84.25%-100.4pp | 0.15%-16.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $776 | $1,266-38.7% | $2,413-67.8% | $2,545-69.5% |
| Participant deferral / active EE | $1,676 | $3,159-47.0% | $3,985-58.0% | $4,238-60.5% |
| Admin fee / account holder | $587 | $595-1.3% | $6,835-91.4% | $594-1.1% |