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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,180 |
AMERICAN FUNDS4+ years Service code 15 · EIN 96-6817943 | Recordkeeping | $0 |
Service code 27 · EIN 95-2755361 | 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,784 | $32,117+64.4% | $71,089-25.7% | $64,173-17.7% |
| Participation rate | 6.3% | 42.7%-36.4pp | 54.6%-48.4pp | 69.6%-63.3pp |
| Annual return | -4.70% | -5.57%+0.9pp | 650.65%-655.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $313 | $712-56.0% | $1,088-71.2% | $2,381-86.8% |
| Participant deferral / active EE | $938 | $1,263-25.7% | $1,873-49.9% | $3,470-73.0% |
| Admin fee / account holder | $485 | $2,759-82.4% | $3,082-84.3% | $4,887-90.1% |