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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $41,457 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,435 |
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.)
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 | $194,552 | $86,655+124.5% | $119,608+62.7% | $66,930+190.7% |
| Participation rate | 57.4% | 75.6%-18.2pp | 79.3%-21.9pp | 69.8%-12.4pp |
| Annual return | -14.80% | -8.00%-6.8pp | -14.98%+0.2pp | 1.57%-16.4pp |
| Employer contribution / active EE | $895 | $2,536-64.7% | $4,232-78.9% | $2,545-64.8% |
| Participant deferral / active EE | $6,400 | $4,358+46.8% | $5,601+14.3% | $4,238+51.0% |
| Admin fee / account holder | $398 | $755-47.3% | $10,326-96.1% | $593-32.9% |