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| Provider | Service type | Compensation |
|---|---|---|
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $89,911 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $5,488 |
LOCKE LORD LLP2+ years Service code 29 · EIN 74-1164324 | Legal | $325 |
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.)
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,421 | $50,643+5.5% | $106,619-49.9% | $55,167-3.2% |
| Participation rate | 66.2% | 65.6%+0.6pp | 78.0%-11.8pp | 69.0%-2.8pp |
| Annual return | 5.18% | 7.02%-1.8pp | 9.42%-4.2pp | 169.23%-164.1pp |
| Employer contribution / active EE | $1,694 | $1,626+4.2% | $3,947-57.1% | $1,963-13.7% |
| Participant deferral / active EE | $2,313 | $2,208+4.8% | $3,930-41.2% | $3,054-24.3% |
| Admin fee / account holder | $587 | $488+20.4% | $6,418-90.9% | $504+16.5% |