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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,738 |
EQUITABLE ADVISORS LLC2 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $13,792 |
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 | $98,519 | $104,479-5.7% | $159,474-38.2% | $79,391+24.1% |
| Participation rate | 34.8% | 76.6%-41.8pp | 82.8%-48.0pp | 70.7%-35.9pp |
| Annual return | 13.41% | 67.98%-54.6pp | 263.68%-250.3pp | 116.88%-103.5pp |
| Employer contribution / active EE | $493 | $3,417-85.6% | $4,831-89.8% | $2,428-79.7% |
| Participant deferral / active EE | $5,506 | $6,468-14.9% | $7,353-25.1% | $4,046+36.1% |
| Admin fee / account holder | $432 | $711-39.2% | $10,802-96.0% | $627-31.0% |