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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,993 |
SAXONY CAPITAL MANAGEMENT3 years Filed as: SAXONY CAPITAL MANAGEMENT LLC Service code 27 · EIN 47-0889870 | Advisory (Plan) | $63,050 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 | Accounting | $8,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,483 | $69,383+30.4% | $101,275-10.7% | $73,497+23.1% |
| Participation rate | 75.5% | 68.4%+7.1pp | 75.8%-0.3pp | 70.7%+4.8pp |
| Annual return | 11.17% | 18.46%-7.3pp | 46.48%-35.3pp | 28.51%-17.3pp |
| Employer contribution / active EE | $2,180 | $2,628-17.1% | $3,660-40.4% | $2,270-4.0% |
| Participant deferral / active EE | $6,787 | $3,301+105.6% | $4,371+55.3% | $3,740+81.5% |
| Admin fee / account holder | $452 | $704-35.7% | $5,948-92.4% | $513-11.8% |