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| Provider | Service type | Compensation |
|---|---|---|
ENTERPRISE BANK & TRUST3 years Service code 27 · EIN 43-1472619 | Advisory (Plan) | $54,580 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,955 | $86,882-5.7% | $150,734-45.6% | $69,255+18.3% |
| Participation rate | 65.2% | 84.3%-19.0pp | 78.4%-13.2pp | 69.0%-3.8pp |
| Annual return | 12.53% | 10.69%+1.8pp | 600.81%-588.3pp | 26.73%-14.2pp |
| Employer contribution / active EE | $1,686 | $5,194-67.5% | $4,918-65.7% | $2,645-36.3% |
| Participant deferral / active EE | $5,548 | $2,993+85.4% | $5,610-1.1% | $2,890+92.0% |
| Admin fee / account holder | $236 | $630-62.5% | $14,905-98.4% | $733-67.8% |