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| Provider | Service type | Compensation |
|---|---|---|
ASSET PLANNING SERVICES, INC.2+ years Service code 28 · EIN 72-0921343 | Investment Management | $71,750 |
LEFOLDT & COMPANY2+ years Service code 10 · EIN 64-0854133 | Accounting | $8,000 |
Filed as: MARTIN,MARTIN,RANDALL & ASSC. INC. Service code 15 · EIN 64-0765749 | Recordkeeping | $5,452 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,117 | $77,638-3.2% | $156,551-52.0% | $62,881+19.5% |
| Participation rate | 89.2% | 71.2%+18.0pp | 84.0%+5.2pp | 69.3%+19.9pp |
| Annual return | 9.30% | 50.33%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $14 | $3,444-99.6% | $5,501-99.7% | $2,281-99.4% |
| Participant deferral / active EE | $1,965 | $3,046-35.5% | $4,871-59.7% | $3,203-38.7% |
| Admin fee / account holder | $835 | $5,561-85.0% | $13,028-93.6% | $4,296-80.6% |