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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 41-1486060 | Advisory (Plan) | $25,906 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,870 |
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 | $85,418 | $86,692-1.5% | $119,634-28.6% | $66,949+27.6% |
| Participation rate | 64.1% | 75.6%-11.5pp | 79.3%-15.2pp | 69.8%-5.7pp |
| Annual return | -18.62% | -8.00%-10.6pp | -14.98%-3.6pp | 1.57%-20.2pp |
| Employer contribution / active EE | $1,921 | $2,536-24.3% | $4,232-54.6% | $2,545-24.5% |
| Participant deferral / active EE | $7,804 | $4,360+79.0% | $5,601+39.3% | $4,239+84.1% |
| Admin fee / account holder | $377 | $755-50.1% | $10,329-96.4% | $594-36.6% |