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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-3410289 | Advisory (Plan) | $30,824 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,101 |
Service code 10 · EIN 62-1110839 | Accounting | $7,900 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,931 | $65,092-24.8% | $143,799-66.0% | $66,938-26.9% |
| Participation rate | 80.2% | 65.2%+15.0pp | 80.3%-0.1pp | 69.8%+10.4pp |
| Annual return | -18.42% | -11.14%-7.3pp | -0.04%-18.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,393 | $2,362-41.0% | $4,952-71.9% | $2,545-45.3% |
| Participant deferral / active EE | $2,125 | $2,920-27.2% | $5,638-62.3% | $4,238-49.9% |
| Admin fee / account holder | $489 | $502-2.7% | $14,677-96.7% | $594-17.7% |