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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $51,615 |
Service code 99 · EIN 47-1411118 | Other Fees | $25,652 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,092 | $88,360+13.3% | $145,433-31.2% | $67,986+47.2% |
| Participation rate | 55.9% | 65.5%-9.6pp | 82.1%-26.3pp | 57.2%-1.3pp |
| Annual return | 16.66% | 63.15%-46.5pp | 66.58%-49.9pp | 31.67%-15.0pp |
| Employer contribution / active EE | $2,051 | $3,054-32.9% | $4,554-55.0% | $2,019+1.6% |
| Participant deferral / active EE | $5,534 | $5,932-6.7% | $7,897-29.9% | $3,358+64.8% |
| Admin fee / account holder | $445 | $3,313-86.6% | $13,129-96.6% | $3,203-86.1% |