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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $17,347 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,078 |
AC CPA, PLLC1 year Service code 10 · EIN 87-3863558 | Accounting | $5,250 |
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 | $105,357 | $84,936+24.0% | $111,308-5.3% | $79,391+32.7% |
| Participation rate | 61.5% | 75.9%-14.4pp | 77.3%-15.9pp | 70.7%-9.2pp |
| Annual return | 11.52% | 17.45%-5.9pp | 54.67%-43.1pp | 116.88%-105.4pp |
| Employer contribution / active EE | $2,307 | $1,979+16.6% | $2,732-15.6% | $2,428-5.0% |
| Participant deferral / active EE | $2,799 | $3,888-28.0% | $4,487-37.6% | $4,046-30.8% |
| Admin fee / account holder | $363 | $537-32.4% | $7,965-95.4% | $627-42.1% |