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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,507 |
SEQUOIA FINANCIAL ADVISORS5 years Service code 27 · EIN 34-1913859 | Advisory (Plan) | $39,556 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $538,335 | $70,917+659.1% | $98,920+444.2% | $73,493+632.5% |
| Participation rate | 91.8% | 73.8%+18.0pp | 76.0%+15.8pp | 70.7%+21.1pp |
| Annual return | 6.33% | 34.18%-27.8pp | 196.47%-190.1pp | 28.51%-22.2pp |
| Employer contribution / active EE | $305 | $2,037-85.0% | $2,689-88.7% | $2,270-86.6% |
| Participant deferral / active EE | $2,895 | $3,501-17.3% | $4,245-31.8% | $3,740-22.6% |
| Admin fee / account holder | $431 | $535-19.5% | $6,643-93.5% | $513-16.1% |