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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,162 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,003 |
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 | $75,650 | $47,180+60.3% | $149,723-49.5% | $74,473+1.6% |
| Participation rate | 22.6% | 63.4%-40.8pp | 78.8%-56.1pp | 70.7%-48.1pp |
| Annual return | 17.72% | 22.75%-5.0pp | 134.50%-116.8pp | 34.36%-16.6pp |
| Employer contribution / active EE | $725 | $1,907-62.0% | $4,821-85.0% | $2,638-72.5% |
| Participant deferral / active EE | $1,010 | $2,730-63.0% | $5,682-82.2% | $4,530-77.7% |
| Admin fee / account holder | $360 | $343+4.9% | $13,215-97.3% | $347+3.7% |