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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $24,143 |
US BANK2 years Filed as: MUFG UNION BANK NATIONAL ASSN Service code 49 · EIN 94-0304228 | Other Services | $10,580 |
Service code 13 | Contract Administrator | $0 |
Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,295 | $70,917+11.8% | $98,916-19.8% | $73,493+7.9% |
| Participation rate | 28.6% | 73.8%-45.2pp | 76.0%-47.5pp | 70.7%-42.1pp |
| Annual return | 13.86% | 34.18%-20.3pp | 196.45%-182.6pp | 28.51%-14.7pp |
| Employer contribution / active EE | $2,030 | $2,037-0.3% | $2,689-24.5% | $2,270-10.6% |
| Participant deferral / active EE | $1,709 | $3,501-51.2% | $4,245-59.7% | $3,740-54.3% |
| Admin fee / account holder | $579 | $535+8.2% | $6,642-91.3% | $513+12.8% |