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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,116 |
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.
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 | $20,032 | $50,919-60.7% | $155,556-87.1% | $77,762-74.2% |
| Participation rate | 16.1% | 63.1%-46.9pp | 78.2%-62.1pp | 70.6%-54.4pp |
| Annual return | 13.80% | 34.84%-21.0pp | 64.84%-51.0pp | 31.27%-17.5pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $892 | $2,824-68.4% | $5,631-84.2% | $4,651-80.8% |
| Admin fee / account holder | $308 | $437-29.6% | $15,885-98.1% | $433-28.9% |