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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC5 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $37,010 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,869 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,072 | $42,353+51.3% | $79,550-19.5% | $64,808-1.1% |
| Participation rate | 43.2% | 64.8%-21.5pp | 69.5%-26.3pp | 71.5%-28.3pp |
| Annual return | -17.23% | -12.24%-5.0pp | 0.16%-17.4pp | 32.82%-50.0pp |
| Employer contribution / active EE | $268 | $1,181-77.3% | $2,413-88.9% | $2,506-89.3% |
| Participant deferral / active EE | $2,727 | $3,170-14.0% | $3,985-31.6% | $4,310-36.7% |
| Admin fee / account holder | $199 | $160+24.4% | $6,832-97.1% | $188+5.7% |