Filed July 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $124,581 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,000 |
WATHEN DESHONG & JUNCKER1 year Filed as: WATHEN, DESHONG & JUNCKER LLP Service code 10 · EIN 74-1694817 | Accounting | $11,500 |
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 | $92,434 | $78,275+18.1% | $109,173-15.3% | $86,821+6.5% |
| Participation rate | 74.7% | 73.8%+0.8pp | 75.9%-1.2pp | 72.3%+2.4pp |
| Annual return | 13.62% | 19.14%-5.5pp | 25.75%-12.1pp | 97.94%-84.3pp |
| Employer contribution / active EE | $1,105 | $3,105-64.4% | $3,723-70.3% | $2,406-54.1% |
| Participant deferral / active EE | $3,709 | $3,641+1.9% | $4,654-20.3% | $4,132-10.2% |
| Admin fee / account holder | $499 | $198+151.3% | $6,755-92.6% | $170+194.1% |