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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 | $16,649 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF Service code 10 · EIN 81-3391684 | Accounting | $10,139 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,614 | $47,180-58.4% | $149,723-86.9% | $74,473-73.7% |
| Participation rate | 24.5% | 63.4%-38.9pp | 78.8%-54.3pp | 70.7%-46.2pp |
| Annual return | 18.95% | 22.75%-3.8pp | 134.50%-115.6pp | 34.36%-15.4pp |
| Employer contribution / active EE | $5 | $1,907-99.7% | $4,821-99.9% | $2,638-99.8% |
| Participant deferral / active EE | $1,563 | $2,730-42.8% | $5,682-72.5% | $4,530-65.5% |
| Admin fee / account holder | $453 | $343+32.1% | $13,215-96.6% | $347+30.6% |