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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-0789105 | Advisory (Plan) | $20,261 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $18,407 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,319 | $65,437-27.7% | $86,698-45.4% | $66,949-29.3% |
| Participation rate | 64.4% | 75.5%-11.1pp | 76.6%-12.2pp | 69.8%-5.4pp |
| Annual return | -0.40% | -10.91%+10.5pp | 35.96%-36.4pp | 1.57%-2.0pp |
| Employer contribution / active EE | $1,600 | $2,154-25.7% | $2,837-43.6% | $2,545-37.1% |
| Participant deferral / active EE | $6,121 | $4,102+49.2% | $4,656+31.5% | $4,239+44.4% |
| Admin fee / account holder | $411 | $642-35.9% | $7,492-94.5% | $594-30.7% |