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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 22-3844414 | Advisory (Plan) | $30,681 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,989 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,758 | $42,353-17.9% | $79,550-56.3% | $64,808-46.4% |
| Participation rate | 51.3% | 64.8%-13.4pp | 69.5%-18.2pp | 71.5%-20.1pp |
| Annual return | -22.51% | -12.24%-10.3pp | 0.16%-22.7pp | 32.82%-55.3pp |
| Employer contribution / active EE | $252 | $1,181-78.7% | $2,413-89.6% | $2,506-90.0% |
| Participant deferral / active EE | $3,421 | $3,170+7.9% | $3,985-14.2% | $4,310-20.6% |
| Admin fee / account holder | $168 | $160+5.1% | $6,832-97.5% | $188-10.7% |