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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-3463733 | Advisory (Plan) | $89,513 |
Service code 37 · EIN 04-2647786 | Loan Processing | $77,261 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,160 | $75,388-40.1% | $123,553-63.4% | $55,725-19.0% |
| Participation rate | 30.4% | 75.7%-45.3pp | 82.3%-51.9pp | 70.9%-40.5pp |
| Annual return | -3.72% | 4.48%-8.2pp | 119.21%-122.9pp | 244.93%-248.6pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,282 | $5,651-41.9% | $6,426-48.9% | $3,356-2.2% |
| Admin fee / account holder | $316 | $120+163.7% | $9,284-96.6% | $115+174.2% |