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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,376 |
Service code 27 · EIN 82-3396795 | Advisory (Plan) | $16,345 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,002 | $77,677+1.7% | $109,173-27.6% | $79,391-0.5% |
| Participation rate | 57.0% | 67.8%-10.8pp | 75.9%-18.9pp | 70.7%-13.7pp |
| Annual return | 11.47% | 23.44%-12.0pp | 25.75%-14.3pp | 116.88%-105.4pp |
| Employer contribution / active EE | $0 | $2,798-100.0% | $3,723-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,593 | $3,517-26.3% | $4,654-44.3% | $4,046-35.9% |
| Admin fee / account holder | $411 | $732-43.9% | $6,755-93.9% | $627-34.4% |