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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,425 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,456 |
Participant 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.)
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 | $167,385 | $70,669+136.9% | $169,368-1.2% | $75,163+122.7% |
| Participation rate | 90.4% | 64.8%+25.6pp | 77.1%+13.3pp | 67.2%+23.2pp |
| Annual return | 12.03% | 36.36%-24.3pp | 405.60%-393.6pp | 160.62%-148.6pp |
| Employer contribution / active EE | $18,140 | $2,211+720.6% | $4,013+352.1% | $2,670+579.5% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $6,221-100.0% | $4,125-100.0% |
| Admin fee / account holder | $306 | $5,402-94.3% | $9,003-96.6% | $5,651-94.6% |