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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 83-1730027 | Advisory (Plan) | $59,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,880 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,557 | $64,176+50.5% | $112,263-14.0% | $66,949+44.2% |
| Participation rate | 76.1% | 68.4%+7.7pp | 75.1%+1.1pp | 69.8%+6.3pp |
| Annual return | 0.19% | -13.80%+14.0pp | 27.49%-27.3pp | 1.57%-1.4pp |
| Employer contribution / active EE | $1,431 | $3,007-52.4% | $3,636-60.6% | $2,545-43.8% |
| Participant deferral / active EE | $6,001 | $3,694+62.5% | $4,729+26.9% | $4,239+41.6% |
| Admin fee / account holder | $357 | $626-42.9% | $6,410-94.4% | $594-39.8% |