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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,320 |
Service code 27 · EIN 27-4250417 | Advisory (Plan) | $28,791 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,156 | $65,083+17.0% | $143,788-47.0% | $66,930+13.8% |
| Participation rate | 41.8% | 65.2%-23.4pp | 80.3%-38.5pp | 69.8%-28.0pp |
| Annual return | -18.61% | -11.13%-7.5pp | -0.03%-18.6pp | 1.57%-20.2pp |
| Employer contribution / active EE | $678 | $2,361-71.3% | $4,952-86.3% | $2,545-73.4% |
| Participant deferral / active EE | $1,465 | $2,920-49.8% | $5,638-74.0% | $4,238-65.4% |
| Admin fee / account holder | $392 | $502-21.9% | $14,675-97.3% | $593-33.9% |