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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,557 |
Service code 27 · EIN 47-5476782 | Advisory (Plan) | $12,437 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,707 | $44,873-13.7% | $79,467-51.3% | $56,289-31.2% |
| Participation rate | 50.0% | 68.7%-18.7pp | 73.3%-23.3pp | 69.9%-19.9pp |
| Annual return | -3.49% | 0.81%-4.3pp | 718.30%-721.8pp | -9.96%+6.5pp |
| Employer contribution / active EE | $296 | $2,140-86.2% | $2,800-89.4% | $2,111-86.0% |
| Participant deferral / active EE | $2,325 | $2,746-15.3% | $3,704-37.2% | $3,350-30.6% |
| Admin fee / account holder | $371 | $418-11.3% | $5,104-92.7% | $521-28.7% |