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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-2353546 | Advisory (Plan) | $29,811 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,514 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,200 | $99,957+42.3% | $149,715-5.0% | $73,493+93.5% |
| Participation rate | 66.0% | 75.7%-9.7pp | 82.5%-16.5pp | 70.7%-4.7pp |
| Annual return | 12.27% | 53.87%-41.6pp | 276.66%-264.4pp | 28.51%-16.2pp |
| Employer contribution / active EE | $596 | $3,191-81.3% | $4,645-87.2% | $2,270-73.7% |
| Participant deferral / active EE | $4,594 | $6,073-24.4% | $6,842-32.9% | $3,740+22.8% |
| Admin fee / account holder | $476 | $551-13.5% | $9,310-94.9% | $513-7.2% |