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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $44,359 |
Service code 37 · EIN 04-2647786 | Loan Processing | $938 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,105 | $65,453+68.2% | $86,698+27.0% | $66,938+64.5% |
| Participation rate | 91.8% | 75.5%+16.3pp | 76.6%+15.2pp | 69.8%+22.0pp |
| Annual return | -20.74% | -10.89%-9.8pp | 35.95%-56.7pp | 1.58%-22.3pp |
| Employer contribution / active EE | $2,909 | $2,154+35.1% | $2,837+2.6% | $2,545+14.3% |
| Participant deferral / active EE | $9,315 | $4,102+127.1% | $4,656+100.1% | $4,238+119.8% |
| Admin fee / account holder | $304 | $642-52.6% | $7,493-95.9% | $594-48.7% |