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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-3463733 | Advisory (Plan) | $29,857 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,671 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,319 | $71,873+21.5% | $86,698+0.7% | $68,490+27.5% |
| Participation rate | 92.5% | 72.2%+20.3pp | 76.6%+15.9pp | 67.9%+24.6pp |
| Annual return | -20.07% | 3.54%-23.6pp | 35.96%-56.0pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,859 | $2,173-14.4% | $2,837-34.5% | $2,597-28.4% |
| Participant deferral / active EE | $7,309 | $3,779+93.4% | $4,656+57.0% | $4,028+81.5% |
| Admin fee / account holder | $456 | $6,110-92.5% | $7,492-93.9% | $5,403-91.6% |