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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,704 |
401(K) ADVISORS INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $19,218 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,503 | $51,620-2.2% | $90,324-44.1% | $65,186-22.5% |
| Participation rate | 43.3% | 68.6%-25.4pp | 73.3%-30.0pp | 70.2%-26.9pp |
| Annual return | 22.20% | 24.94%-2.7pp | 78.15%-56.0pp | 29.39%-7.2pp |
| Employer contribution / active EE | $1,618 | $2,235-27.6% | $2,856-43.4% | $2,177-25.7% |
| Participant deferral / active EE | $1,398 | $2,871-51.3% | $3,885-64.0% | $3,514-60.2% |
| Admin fee / account holder | $341 | $384-11.1% | $5,356-93.6% | $847-59.7% |