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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 | Other Fees | $15,822 |
CONLIN'S FURNITURE8+ years Service code 99 · EIN 81-0384581 | Other Fees | $11,490 |
Service code 99 · EIN 45-3171273 | Other Fees | $0 |
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.)
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 | $69,606 | $49,451+40.8% | $79,580-12.5% | $66,938+4.0% |
| Participation rate | 37.4% | 61.3%-24.0pp | 69.5%-32.1pp | 69.8%-32.5pp |
| Annual return | -16.33% | 84.25%-100.6pp | 0.15%-16.5pp | 1.58%-17.9pp |
| Employer contribution / active EE | $453 | $1,266-64.2% | $2,413-81.2% | $2,545-82.2% |
| Participant deferral / active EE | $1,749 | $3,159-44.6% | $3,985-56.1% | $4,238-58.7% |
| Admin fee / account holder | $560 | $595-5.9% | $6,835-91.8% | $594-5.7% |