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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,851 |
VISIONPOINT ADVISORY GROUP6 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $34,680 |
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 | $156,583 | $102,382+52.9% | $147,005+6.5% | $80,874+93.6% |
| Participation rate | 82.1% | 75.8%+6.2pp | 82.2%-0.1pp | 67.6%+14.4pp |
| Annual return | 14.35% | 134.89%-120.5pp | 418.76%-404.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $5,657 | $3,715+52.3% | $4,934+14.6% | $2,756+105.3% |
| Participant deferral / active EE | $12,728 | $6,646+91.5% | $8,070+57.7% | $4,297+196.2% |
| Admin fee / account holder | $507 | $7,942-93.6% | $13,006-96.1% | $6,935-92.7% |