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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $147,208 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $104,582 |
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.)
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 | $117,720 | $107,218+9.8% | $115,768+1.7% | $79,634+47.8% |
| Participation rate | 86.5% | 76.8%+9.7pp | 74.4%+12.2pp | 62.5%+24.1pp |
| Annual return | 16.66% | 15.41%+1.3pp | 100.46%-83.8pp | 36.46%-19.8pp |
| Employer contribution / active EE | $514 | $3,627-85.8% | $2,940-82.5% | $2,529-79.7% |
| Participant deferral / active EE | $4,645 | $5,091-8.7% | $4,917-5.5% | $3,835+21.1% |
| Admin fee / account holder | $928 | $576+61.2% | $12,439-92.5% | $1,002-7.4% |