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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $24,190 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,829 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,228 | $65,435-1.8% | $86,677-25.9% | $66,914-4.0% |
| Participation rate | 60.8% | 75.5%-14.7pp | 76.6%-15.8pp | 69.8%-9.0pp |
| Annual return | -18.17% | -10.89%-7.3pp | 35.91%-54.1pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,207 | $2,153+2.5% | $2,836-22.2% | $2,544-13.2% |
| Participant deferral / active EE | $4,598 | $4,100+12.1% | $4,656-1.2% | $4,237+8.5% |
| Admin fee / account holder | $444 | $642-30.9% | $7,493-94.1% | $593-25.2% |