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| Provider | Service type | Compensation |
|---|---|---|
PROBITY ADVISORS INC3+ years Service code 27 · EIN 35-2175673 | Advisory (Plan) | $34,999 |
Service code 37 · EIN 04-2647786 | Loan Processing | $575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,402 | $58,093+16.0% | $80,022-15.8% | $56,287+19.7% |
| Participation rate | 21.6% | 73.6%-52.0pp | 75.8%-54.2pp | 69.9%-48.3pp |
| Annual return | 8.13% | 34.63%-26.5pp | 11.22%-3.1pp | -9.96%+18.1pp |
| Employer contribution / active EE | $486 | $1,933-74.8% | $2,468-80.3% | $2,111-77.0% |
| Participant deferral / active EE | $801 | $3,136-74.5% | $3,686-78.3% | $3,350-76.1% |
| Admin fee / account holder | $809 | $623+29.9% | $6,521-87.6% | $521+55.2% |