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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,897 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,831 |
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 | $75,436 | $84,493-10.7% | $125,381-39.8% | $66,938+12.7% |
| Participation rate | 76.7% | 76.4%+0.3pp | 82.4%-5.7pp | 69.8%+6.9pp |
| Annual return | -15.74% | -8.49%-7.3pp | 572.31%-588.0pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,740 | $3,554-51.0% | $4,815-63.9% | $2,545-31.6% |
| Participant deferral / active EE | $8,014 | $6,783+18.1% | $7,448+7.6% | $4,238+89.1% |
| Admin fee / account holder | $423 | $685-38.3% | $10,007-95.8% | $594-28.8% |