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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $37,669 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,028 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,104 | $122,042-21.3% | $184,243-47.8% | $74,429+29.1% |
| Participation rate | 61.4% | 85.5%-24.1pp | 86.8%-25.4pp | 67.2%-5.8pp |
| Annual return | 18.84% | 19.91%-1.1pp | 28.82%-10.0pp | 1368.38%-1349.5pp |
| Employer contribution / active EE | $0 | $4,538-100.0% | $6,427-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $10,091 | $7,143+41.3% | $9,132+10.5% | $4,348+132.1% |
| Admin fee / account holder | $403 | $1,252-67.8% | $13,914-97.1% | $1,944-79.3% |