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| Provider | Service type | Compensation |
|---|---|---|
LINDQUIST LLP1 year Service code 10 · EIN 52-2385296 | Accounting | $6,000 |
WILLIAM C. EARHART CO., INC.3 years Filed as: WILLIAM C EARHART CO., INC Service code 13 · EIN 93-0509592 | Contract Administrator | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,772 | $61,660-84.2% | $80,022-87.8% | $64,173-84.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -0.12% | -0.33%+0.2pp | 11.22%-11.3pp | 7.63%-7.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $330 | $5,417-93.9% | $6,521-94.9% | $4,887-93.2% |