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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $40,828 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 99 · EIN 41-2016508 | Other Fees | $22,783 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,946 | $86,922+20.7% | $102,438+2.4% | $80,874+29.8% |
| Participation rate | 93.3% | 72.4%+20.9pp | 76.5%+16.8pp | 67.6%+25.6pp |
| Annual return | 13.87% | 18.90%-5.0pp | 29.37%-15.5pp | 35.62%-21.7pp |
| Employer contribution / active EE | $3,482 | $2,369+47.0% | $3,024+15.2% | $2,756+26.4% |
| Participant deferral / active EE | $4,688 | $4,119+13.8% | $5,054-7.2% | $4,297+9.1% |
| Admin fee / account holder | $434 | $8,050-94.6% | $9,448-95.4% | $6,935-93.7% |