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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-3410289 | Advisory (Plan) | $24,884 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $21,646 |
GODWIN & ASSOCIATES1 year Filed as: GODWIN ASSOCIATES Service code 10 · EIN 62-1649263 | Accounting | $6,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $43,698 | $52,961-17.5% | $172,752-74.7% | $65,185-33.0% |
| Participation rate | 83.5% | 66.2%+17.3pp | 82.6%+0.8pp | 70.2%+13.3pp |
| Annual return | 17.48% | 30.12%-12.6pp | 802.97%-785.5pp | 29.38%-11.9pp |
| Employer contribution / active EE | $1,258 | $2,190-42.6% | $5,144-75.6% | $2,177-42.2% |
| Participant deferral / active EE | $1,640 | $2,471-33.6% | $5,198-68.4% | $3,514-53.3% |
| Admin fee / account holder | $496 | $472+5.0% | $13,955-96.4% | $847-41.5% |