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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 | $86,949+20.7% | $102,460+2.4% | $80,959+29.6% |
| Participation rate | 93.3% | 72.4%+20.9pp | 76.5%+16.7pp | 67.7%+25.6pp |
| Annual return | 13.87% | 18.89%-5.0pp | 29.47%-15.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $3,482 | $2,370+47.0% | $3,025+15.1% | $2,757+26.3% |
| Participant deferral / active EE | $4,688 | $4,121+13.8% | $5,056-7.3% | $4,300+9.0% |
| Admin fee / account holder | $434 | $8,048-94.6% | $9,460-95.4% | $6,925-93.7% |