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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-3389161 | Advisory (Plan) | $41,054 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,909 |
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 | $104,014 | $54,245+91.7% | $93,727+11.0% | $77,762+33.8% |
| Participation rate | 42.8% | 63.9%-21.1pp | 68.7%-25.9pp | 70.6%-27.8pp |
| Annual return | 10.60% | 30.58%-20.0pp | 133.83%-123.2pp | 31.27%-20.7pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,015 | $3,144+27.7% | $4,417-9.1% | $4,651-13.7% |
| Admin fee / account holder | $304 | $575-47.1% | $8,292-96.3% | $433-29.7% |