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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $32,788 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,731 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,299 | $101,653+32.1% | $147,080-8.7% | $74,459+80.4% |
| Participation rate | 81.7% | 75.6%+6.1pp | 82.2%-0.5pp | 67.2%+14.4pp |
| Annual return | 16.12% | 8754.98%-8738.9pp | 420.17%-404.0pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $2,309 | $3,813-39.5% | $4,933-53.2% | $2,626-12.1% |
| Participant deferral / active EE | $6,746 | $7,304-7.6% | $8,066-16.4% | $4,350+55.1% |
| Admin fee / account holder | $462 | $1,752-73.6% | $12,989-96.4% | $1,945-76.2% |