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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $40,926 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $31,164 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $13,056 |
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 | $78,782 | $79,151-0.5% | $60,906+29.4% | $64,819+21.5% |
| Participation rate | 27.7% | 77.7%-50.0pp | 73.1%-45.4pp | 71.5%-43.8pp |
| Annual return | -14.61% | -7.12%-7.5pp | 16.94%-31.5pp | 32.84%-47.4pp |
| Employer contribution / active EE | $1,188 | $3,052-61.1% | $2,703-56.1% | $2,507-52.6% |
| Participant deferral / active EE | $1,579 | $3,727-57.6% | $3,814-58.6% | $4,311-63.4% |
| Admin fee / account holder | $313 | $106+196.1% | $3,227-90.3% | $188+66.7% |