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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 41-1486060 | Advisory (Plan) | $25,769 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,966 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,333 | $93,182+8.7% | $146,647-30.9% | $79,389+27.6% |
| Participation rate | 69.6% | 76.4%-6.8pp | 80.1%-10.5pp | 70.7%-1.1pp |
| Annual return | 11.21% | 21.61%-10.4pp | 22.75%-11.5pp | 116.89%-105.7pp |
| Employer contribution / active EE | $1,527 | $2,420-36.9% | $4,137-63.1% | $2,428-37.1% |
| Participant deferral / active EE | $6,734 | $4,169+61.5% | $5,506+22.3% | $4,046+66.4% |
| Admin fee / account holder | $418 | $585-28.5% | $10,281-95.9% | $626-33.2% |