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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $31,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,999 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,876 | $65,453+67.9% | $86,698+26.7% | $66,938+64.1% |
| Participation rate | 87.6% | 75.5%+12.1pp | 76.6%+11.0pp | 69.8%+17.8pp |
| Annual return | 3.00% | -10.89%+13.9pp | 35.95%-32.9pp | 1.58%+1.4pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,138 | $4,102+25.3% | $4,656+10.4% | $4,238+21.2% |
| Admin fee / account holder | $458 | $642-28.6% | $7,493-93.9% | $594-22.8% |