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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $31,564 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,362 | $72,639+17.5% | $90,766-6.0% | $66,949+27.5% |
| Participation rate | 67.9% | 73.7%-5.8pp | 75.7%-7.8pp | 69.8%-1.9pp |
| Annual return | -17.24% | -12.28%-5.0pp | -12.16%-5.1pp | 1.57%-18.8pp |
| Employer contribution / active EE | $1,873 | $2,369-20.9% | $2,922-35.9% | $2,545-26.4% |
| Participant deferral / active EE | $6,095 | $3,979+53.2% | $4,565+33.5% | $4,239+43.8% |
| Admin fee / account holder | $430 | $708-39.3% | $8,446-94.9% | $594-27.6% |