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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 | $102,429+52.9% | $147,096+6.4% | $80,925+93.5% |
| Participation rate | 82.1% | 75.9%+6.2pp | 82.2%-0.1pp | 67.7%+14.4pp |
| Annual return | 14.35% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $5,657 | $3,716+52.2% | $4,936+14.6% | $2,756+105.2% |
| Participant deferral / active EE | $12,728 | $6,649+91.4% | $8,071+57.7% | $4,299+196.1% |
| Admin fee / account holder | $507 | $7,957-93.6% | $13,005-96.1% | $6,940-92.7% |