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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,720 | $104,919+12.2% | $116,228+1.3% | $85,563+37.6% |
| Participation rate | 86.5% | 78.6%+7.9pp | 74.6%+12.0pp | 66.0%+20.6pp |
| Annual return | 16.66% | 15.38%+1.3pp | 90.06%-73.4pp | 31.51%-14.8pp |
| Employer contribution / active EE | $514 | $3,485-85.3% | $2,994-82.8% | $2,654-80.6% |
| Participant deferral / active EE | $4,645 | $5,306-12.5% | $4,953-6.2% | $4,375+6.2% |
| Admin fee / account holder | $928 | $429+116.6% | $11,989-92.3% | $834+11.3% |