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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,416 |
Service code 27 · EIN 20-4942125 | Advisory (Plan) | $10,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,124 | $27,632+56.1% | $61,399-29.8% | $68,495-37.0% |
| Participation rate | 52.7% | 39.5%+13.2pp | 52.6%+0.1pp | 67.9%-15.2pp |
| Annual return | -14.29% | -13.24%-1.1pp | 338.81%-353.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $493 | $696-29.1% | $1,159-57.5% | $2,596-81.0% |
| Participant deferral / active EE | $1,318 | $1,264+4.3% | $2,124-38.0% | $4,028-67.3% |
| Admin fee / account holder | $418 | $2,010-79.2% | $2,131-80.4% | $5,403-92.3% |