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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,697 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,757 |
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.)
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 | $84,529 | $50,860+66.2% | $155,574-45.7% | $77,714+8.8% |
| Participation rate | 21.2% | 63.1%-41.9pp | 78.2%-57.0pp | 70.6%-49.4pp |
| Annual return | 13.89% | 34.86%-21.0pp | 64.87%-51.0pp | 31.26%-17.4pp |
| Employer contribution / active EE | $636 | $1,991-68.0% | $4,676-86.4% | $2,727-76.7% |
| Participant deferral / active EE | $1,007 | $2,825-64.4% | $5,629-82.1% | $4,649-78.3% |
| Admin fee / account holder | $399 | $436-8.6% | $15,914-97.5% | $433-7.9% |