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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,248 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,007 |
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 | $60,465 | $46,332+30.5% | $143,797-58.0% | $64,824-6.7% |
| Participation rate | 25.0% | 64.2%-39.2pp | 80.3%-55.3pp | 71.5%-46.5pp |
| Annual return | -17.20% | -10.05%-7.1pp | -0.04%-17.2pp | 32.84%-50.0pp |
| Employer contribution / active EE | $724 | $1,911-62.1% | $4,952-85.4% | $2,507-71.1% |
| Participant deferral / active EE | $1,003 | $2,647-62.1% | $5,638-82.2% | $4,311-76.7% |
| Admin fee / account holder | $333 | $154+116.2% | $14,679-97.7% | $188+77.1% |