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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,603 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $32,123 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,572 | $55,437+79.6% | $155,534-36.0% | $74,459+33.7% |
| Participation rate | 43.3% | 61.9%-18.6pp | 78.2%-34.9pp | 67.2%-23.9pp |
| Annual return | 13.76% | 269.58%-255.8pp | 64.92%-51.2pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $763 | $2,266-66.3% | $4,675-83.7% | $2,626-70.9% |
| Participant deferral / active EE | $1,802 | $2,837-36.5% | $5,630-68.0% | $4,350-58.6% |
| Admin fee / account holder | $378 | $1,742-78.3% | $15,900-97.6% | $1,945-80.6% |