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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 | $78,976+2.8% | $100,383-19.1% | $74,546+8.9% |
| Participation rate | 93.0% | 79.5%+13.5pp | 81.5%+11.5pp | 67.2%+25.8pp |
| Annual return | 13.12% | 20.62%-7.5pp | 49.26%-36.1pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $2,625 | $3,019-13.0% | $3,944-33.4% | $2,6240% |
| Participant deferral / active EE | $9,081 | $7,758+17.1% | $8,086+12.3% | $4,347+108.9% |
| Admin fee / account holder | $346 | $1,330-74.0% | $7,900-95.6% | $1,944-82.2% |