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| Provider | Service type | Compensation |
|---|---|---|
PROBITY ADVISORS INC4 years Service code 27 · EIN 35-2175673 | Advisory (Plan) | $60,760 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,275 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,649 | $69,362-40.0% | $101,248-58.9% | $73,488-43.3% |
| Participation rate | 89.5% | 68.4%+21.1pp | 75.8%+13.7pp | 70.7%+18.8pp |
| Annual return | 10.49% | 18.46%-8.0pp | 46.47%-36.0pp | 28.51%-18.0pp |
| Employer contribution / active EE | $1,433 | $2,628-45.5% | $3,660-60.8% | $2,270-36.9% |
| Participant deferral / active EE | $2,661 | $3,300-19.3% | $4,370-39.1% | $3,740-28.8% |
| Admin fee / account holder | $322 | $704-54.3% | $5,945-94.6% | $513-37.3% |