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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 41-1486060 | Advisory (Plan) | $16,537 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,879 |
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.)
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 | $94,052 | $71,192+32.1% | $117,861-20.2% | $62,293+51.0% |
| Participation rate | 41.7% | 74.2%-32.6pp | 79.7%-38.0pp | 69.5%-27.8pp |
| Annual return | 15.76% | 18.66%-2.9pp | 335.11%-319.3pp | 28.90%-13.1pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,961 | $3,189-7.1% | $4,482-33.9% | $3,169-6.6% |
| Admin fee / account holder | $385 | $587-34.4% | $8,021-95.2% | $479-19.7% |