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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,258 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,682 | $59,186+38.0% | $76,768+6.4% | $56,287+45.1% |
| Participation rate | 20.8% | 75.2%-54.5pp | 77.0%-56.2pp | 69.9%-49.1pp |
| Annual return | -10.51% | 6.62%-17.1pp | 2.43%-12.9pp | -9.96%-0.6pp |
| Employer contribution / active EE | $649 | $1,759-63.1% | $2,485-73.9% | $2,111-69.2% |
| Participant deferral / active EE | $1,261 | $3,255-61.3% | $3,852-67.3% | $3,350-62.3% |
| Admin fee / account holder | $306 | $489-37.5% | $6,675-95.4% | $521-41.3% |