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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-2647786 | Plan Administrator | $18,913 |
PRIVATE ADVISOR GROUP LLC2 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $16,434 |
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,282 | $59,456-2.0% | $93,669-37.8% | $74,429-21.7% |
| Participation rate | 35.5% | 59.6%-24.1pp | 68.7%-33.2pp | 67.2%-31.7pp |
| Annual return | 5.69% | 82.00%-76.3pp | 133.59%-127.9pp | 1368.38%-1362.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,474 | $3,052-51.7% | $4,416-66.6% | $4,348-66.1% |
| Admin fee / account holder | $417 | $3,026-86.2% | $8,291-95.0% | $1,944-78.5% |