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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $35,351 |
Service code 99 · EIN 47-1411118 | Other Fees | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,392 | $66,004-66.1% | $81,820-72.6% | $77,714-71.2% |
| Participation rate | 10.4% | 65.8%-55.4pp | 72.4%-62.0pp | 70.6%-60.2pp |
| Annual return | 12.38% | 26.65%-14.3pp | 777.93%-765.6pp | 31.26%-18.9pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,915-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $401 | $3,508-88.6% | $4,323-90.7% | $4,649-91.4% |
| Admin fee / account holder | $378 | $527-28.3% | $7,391-94.9% | $433-12.8% |