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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $28,799 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,422 |
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 | $76,086 | $91,439-16.8% | $135,974-44.0% | $71,511+6.4% |
| Participation rate | 57.9% | 75.7%-17.8pp | 81.9%-24.1pp | 67.9%-10.1pp |
| Annual return | 17.28% | 29.90%-12.6pp | 68.30%-51.0pp | 28.86%-11.6pp |
| Employer contribution / active EE | $2,591 | $3,705-30.1% | $4,859-46.7% | $2,589+0.1% |
| Participant deferral / active EE | $6,685 | $7,093-5.7% | $7,760-13.8% | $4,291+55.8% |
| Admin fee / account holder | $300 | $1,267-76.3% | $10,767-97.2% | $1,588-81.1% |