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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $31,744 |
GWM ADVISORS LLC4 years Service code 99 · EIN 46-0854203 | Other Fees | $10,755 |
BOURGEOIS BENNETT LLC3 years Filed as: BOURGEOIS BENNETT, LLC Service code 99 · EIN 22-2000222 | Other Fees | $9,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,851 | $65,083-52.6% | $143,788-78.5% | $66,930-53.9% |
| Participation rate | 50.7% | 65.2%-14.5pp | 80.3%-29.7pp | 69.8%-19.2pp |
| Annual return | -14.00% | -11.13%-2.9pp | -0.03%-14.0pp | 1.57%-15.6pp |
| Employer contribution / active EE | $658 | $2,361-72.1% | $4,952-86.7% | $2,545-74.1% |
| Participant deferral / active EE | $1,420 | $2,920-51.4% | $5,638-74.8% | $4,238-66.5% |
| Admin fee / account holder | $276 | $502-45.0% | $14,675-98.1% | $593-53.5% |