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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $39,315 |
Filed as: CHRISTENSEN GROUP FINANCIAL Service code 26 · EIN 87-4130828 | Advisory (Participants) | $30,777 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $66,090 | $101,499-34.9% | $147,005-55.0% | $74,546-11.3% |
| Participation rate | 56.0% | 75.5%-19.5pp | 82.2%-26.1pp | 67.2%-11.2pp |
| Annual return | 30.37% | 8732.34%-8702.0pp | 418.76%-388.4pp | 1366.03%-1335.7pp |
| Employer contribution / active EE | $642 | $3,811-83.2% | $4,934-87.0% | $2,624-75.5% |
| Participant deferral / active EE | $5,459 | $7,304-25.3% | $8,070-32.3% | $4,347+25.6% |
| Admin fee / account holder | $452 | $1,748-74.1% | $13,006-96.5% | $1,944-76.7% |