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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-3410289 | Advisory (Plan) | $29,516 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,303 |
Service code 10 · EIN 62-1110839 | Accounting | $8,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,370 | $61,356+8.2% | $149,696-55.7% | $71,511-7.2% |
| Participation rate | 68.3% | 62.5%+5.7pp | 78.8%-10.5pp | 67.9%+0.3pp |
| Annual return | 18.30% | 35.86%-17.6pp | 134.46%-116.2pp | 28.86%-10.6pp |
| Employer contribution / active EE | $1,410 | $2,382-40.8% | $4,821-70.7% | $2,589-45.5% |
| Participant deferral / active EE | $2,006 | $2,920-31.3% | $5,682-64.7% | $4,291-53.2% |
| Admin fee / account holder | $558 | $1,263-55.9% | $13,212-95.8% | $1,588-64.9% |