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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $24,458 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,961 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,409 | $80,705+25.7% | $115,768-12.4% | $67,986+49.2% |
| Participation rate | 93.8% | 63.0%+30.8pp | 74.4%+19.4pp | 57.2%+36.5pp |
| Annual return | 11.55% | 18.49%-6.9pp | 100.46%-88.9pp | 31.67%-20.1pp |
| Employer contribution / active EE | $3,808 | $2,046+86.1% | $2,940+29.5% | $2,019+88.6% |
| Participant deferral / active EE | $7,946 | $3,559+123.3% | $4,917+61.6% | $3,358+136.6% |
| Admin fee / account holder | $312 | $4,135-92.5% | $12,439-97.5% | $3,203-90.3% |