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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 | $77,569+30.7% | $115,599-12.3% | $64,097+58.2% |
| Participation rate | 93.8% | 60.7%+33.1pp | 74.3%+19.5pp | 55.2%+38.6pp |
| Annual return | 11.55% | 18.52%-7.0pp | 111.10%-99.5pp | 34.64%-23.1pp |
| Employer contribution / active EE | $3,808 | $1,915+98.9% | $2,955+28.8% | $1,891+101.3% |
| Participant deferral / active EE | $7,946 | $3,327+138.8% | $4,889+62.5% | $3,080+158.0% |
| Admin fee / account holder | $312 | $4,470-93.0% | $12,841-97.6% | $3,454-91.0% |