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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $5,289 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,160 |
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.
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 | $81,202 | $79,045+2.7% | $100,378-19.1% | $74,429+9.1% |
| Participation rate | 93.0% | 79.4%+13.5pp | 81.5%+11.5pp | 67.2%+25.8pp |
| Annual return | 13.12% | 20.61%-7.5pp | 49.41%-36.3pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $2,625 | $3,015-12.9% | $3,942-33.4% | $2,6250% |
| Participant deferral / active EE | $9,081 | $7,751+17.2% | $8,087+12.3% | $4,348+108.8% |
| Admin fee / account holder | $346 | $1,335-74.1% | $7,899-95.6% | $1,944-82.2% |