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| Provider | Service type | Compensation |
|---|---|---|
HBK CPAS & CONSULTANTS1+ years Filed as: HBK SORCE FINANCIAL, LLC Service code 26 · EIN 34-1925728 | Advisory (Participants) | $24,349 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $23,128 |
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 | $36,337 | $31,109+16.8% | $67,704-46.3% | $52,331-30.6% |
| Participation rate | 44.1% | 54.0%-9.9pp | 67.5%-23.4pp | 68.1%-24.0pp |
| Annual return | -2.33% | 23.70%-26.0pp | 25.41%-27.7pp | 4.54%-6.9pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,567 | $1,970-20.5% | $3,585-56.3% | $3,022-48.1% |
| Admin fee / account holder | $383 | $466-17.8% | $4,255-91.0% | $592-35.3% |