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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,651 |
SAMYN & MARTIN, LLC1 year Service code 10 · EIN 43-1679261 | Accounting | $8,000 |
Service code 49 · EIN 51-0120742 | Other Services | $4,698 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,548 | $49,138+21.2% | $84,021-29.1% | $65,185-8.6% |
| Participation rate | 55.5% | 60.7%-5.3pp | 69.0%-13.5pp | 70.2%-14.7pp |
| Annual return | 17.74% | 23.00%-5.3pp | 71.32%-53.6pp | 29.38%-11.6pp |
| Employer contribution / active EE | $781 | $914-14.5% | $1,984-60.6% | $2,177-64.1% |
| Participant deferral / active EE | $2,704 | $2,397+12.8% | $3,239-16.5% | $3,514-23.0% |
| Admin fee / account holder | $390 | $543-28.2% | $6,102-93.6% | $847-53.9% |