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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 20-4319325 | Other Services | $100,006 |
Service code 99 · EIN 47-1411118 | Other Fees | $8,173 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,892 | $86,655+4.9% | $119,622-24.0% | $66,938+35.8% |
| Participation rate | 67.9% | 75.6%-7.7pp | 79.3%-11.4pp | 69.8%-1.9pp |
| Annual return | -12.94% | -8.00%-4.9pp | -14.98%+2.0pp | 1.58%-14.5pp |
| Employer contribution / active EE | $1,460 | $2,536-42.4% | $4,232-65.5% | $2,545-42.6% |
| Participant deferral / active EE | $3,572 | $4,358-18.0% | $5,601-36.2% | $4,238-15.7% |
| Admin fee / account holder | $340 | $755-54.9% | $10,328-96.7% | $594-42.7% |