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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,345 | $65,582+56.1% | $64,101+59.7% | $71,511+43.1% |
| Participation rate | 59.8% | 73.2%-13.4pp | 72.3%-12.5pp | 67.9%-8.1pp |
| Annual return | 12.80% | 18.96%-6.2pp | 33.72%-20.9pp | 28.86%-16.1pp |
| Employer contribution / active EE | $1,940 | $2,671-27.4% | $2,749-29.4% | $2,589-25.1% |
| Participant deferral / active EE | $3,685 | $3,628+1.6% | $3,881-5.0% | $4,291-14.1% |
| Admin fee / account holder | $319 | $616-48.3% | $3,070-89.6% | $1,588-79.9% |