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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,224 |
Service code 27 · EIN 47-5476782 | Advisory (Plan) | $18,025 |
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 | $48,736 | $51,620-5.6% | $90,324-46.0% | $65,186-25.2% |
| Participation rate | 50.4% | 68.6%-18.3pp | 73.3%-22.9pp | 70.2%-19.8pp |
| Annual return | 20.34% | 24.94%-4.6pp | 78.15%-57.8pp | 29.39%-9.0pp |
| Employer contribution / active EE | $326 | $2,235-85.4% | $2,856-88.6% | $2,177-85.0% |
| Participant deferral / active EE | $2,356 | $2,871-17.9% | $3,885-39.4% | $3,514-32.9% |
| Admin fee / account holder | $416 | $384+8.4% | $5,356-92.2% | $847-50.9% |