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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $23,017 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,832 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,157 | $102,429-2.2% | $147,096-31.9% | $80,925+23.8% |
| Participation rate | 2.2% | 75.9%-73.7pp | 82.2%-80.0pp | 67.7%-65.5pp |
| Annual return | 16.10% | 135.02%-118.9pp | 419.75%-403.6pp | 35.65%-19.5pp |
| Employer contribution / active EE | $3,997 | $3,716+7.6% | $4,936-19.0% | $2,756+45.0% |
| Participant deferral / active EE | $9,872 | $6,649+48.5% | $8,071+22.3% | $4,299+129.7% |
| Admin fee / account holder | $302 | $7,957-96.2% | $13,005-97.7% | $6,940-95.7% |