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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,330 |
Service code 27 · EIN 33-0843823 | Advisory (Plan) | $24,051 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,052 | $45,126+8.7% | $85,187-42.4% | $74,459-34.1% |
| Participation rate | 59.0% | 49.4%+9.6pp | 67.5%-8.5pp | 67.2%-8.2pp |
| Annual return | 12.09% | 26.30%-14.2pp | 66.67%-54.6pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,525-100.0% | $4,350-100.0% |
| Admin fee / account holder | $378 | $2,212-82.9% | $6,162-93.9% | $1,945-80.6% |